Account Type****** ***Account Owner**** *****Account Opps/Deals******** ******Closed Won • Apr 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
AxtellaRegional Compliance OfficerJan 20 - PresentMorgan StanleyVice President, Resident ManagerMay 19- Oct 19Charles SchwabVice President, Financial ConsultantMay 17- Apr 19