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
Michael EbyChief Financial OfficerView Profile, Michael EbySander Van GelderChief Financial OfficerView Profile, Sander Van GelderBrock HokensonChief Financial OfficerView Profile, Brock Hokenson