Account Type***** *******Account Owner**** ***Account Opps/Deals****** ****Closed Won • Dec 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Relationship Manager, Corporate Brokerage Solutions Apr 21 - PresentE Trade From Morgan StanleyExecutive Platinum Relationship Manager Mar 17- Apr 21Edward JonesRegistered RepresentativeApr 15- Sep 16
Terrence TurnerSenior Territory Sales ManagerView Profile, terrence turnerJeff ClareSenior Sales EngineerView Profile, jeff clareMike KuhlmannSenior Analyst Commercial LinesView Profile, mike kuhlmann