Account Type*** *******Account Owner*** ***Account Opps/Deals******* ******Closed Won • Jan 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 - PresentAmherst CollegeStudent AthleteSep 15- May 19Morgan StanleyWealth Management InternJun 15- Aug 18
Ashley StaitonPremier Executive UnderwriterView Profile, Ashley StaitonSanjay ShahVice President Financial Planning And AnalysisView Profile, Sanjay ShahNeeraj SureenVP Credit Risk ManagementView Profile, Neeraj Sureen