Account Type**** ****Account Owner***** ******Account Opps/Deals**** *******Closed Won • Feb 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Cohen SteersWealth Management Consultant, NYCOct 14 - PresentMorgan StanleySr. Registered Client AssociateMar 11- Oct 14UbsUBS Wealth ManagementJan 07- Mar 11
Stuart MuncerCFOView Profile, Stuart MuncerRandall MayesManager Internal Controls DepartmentView Profile, Randall MayesGopinath MuraliAssociateView Profile, Gopinath Murali