Account Type**** ********Account Owner*** *******Account Opps/Deals****** ***Closed Won • Oct 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 | Sr Portfolio Manager | Financial Planning Specialist | Financial AdvisorJul 19 - PresentAmherst CollegeStudent AthleteSep 15- May 19Morgan StanleyWealth Management InternJun 15- Aug 18
David SpinolaChief Financial OfficerView Profile, david spinolaLorita WongVice President FinanceView Profile, lorita wongDaniel GuttridgeChief Financial OfficerView Profile, daniel guttridge