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 StanleyVice President, Diverse Asset Managers and SolutionsOct 22 - PresentMonument GroupAnalystOct 19- Aug 22One Charles Private WealthAssociate Relationship ManagerMay 18- Sep 19
Milan DanielsFounderView Profile, milan danielsSarah PolenDeputy Executive Director ALSCView Profile, sarah polenScott SneathCo Founder Director Of Corporate PartnershipsView Profile, scott sneath