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
Brian CampbellCorporate VP Investor RelationsView Profile, Brian CampbellMichele MarshChief Financial OfficerView Profile, Michele MarshMichael WassmerPresident Card At Capital OneView Profile, Michael Wassmer