Account Type*** ********Account Owner**** *****Account Opps/Deals*** ***Closed Won • Nov 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
Jonathan ZambranoDirector Of Accounting And FinanceView Profile, jonathan zambranoScott DriskellCash Analyst IIView Profile, scott driskellDanny FitzgeraldSenior Credit CoordinatorView Profile, danny fitzgerald