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
Morgan StanleyVice President | Portfolio Management Director | Financial Planning Specialist | Financial AdvisorJul 19 - PresentMorgan StanleyWealth Management InternJun 15- Aug 18
Mariana GonzalezVice President Startup BankingView Profile, Mariana GonzalezChris VandaeleSenior Director Finance Shared ServicesView Profile, Chris VandaeleScott BostonChief Financial OfficerView Profile, Scott Boston