Account Type****** ********Account Owner******** ***Account Opps/Deals****** ********Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Morgan StanleyManaging Director Wealth Management | Financial AdvisorJan 17 - PresentJ P MorganManaging DirectorAug 93- Jan 17The Savoir Club Executive Knowledge SharingSenior Managing DirectorAug 93- May 08
Jan Anne Haisma RaCFOView Profile, jan anne haisma raEthan KutnerSr Director Of FP AView Profile, ethan kutnerJulio SiberioChief Investment OfficerView Profile, julio siberio