Account Type**** ******Account Owner*** ******Account Opps/Deals**** ********Closed Won • Mar 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyFinancial Advisor, Morgan Stanley Wealth ManagementMar 17 - PresentMerrill EdgeAssistant Vice President /Financial Solutions AdvisorJun 14- Mar 17