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 - PresentAmherst CollegeStudent AthleteSep 15- May 19Morgan StanleyWealth Management InternJun 15- Aug 18
Erez Cohn KaiserChief Financial OfficerView Profile, Erez Cohn KaiserIan SimsAdvisor Head Of FinanceView Profile, Ian SimsScott WolfgangManaging Director Fund FinanceView Profile, Scott Wolfgang