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
Bryce BirdsongChief Financial OfficerView Profile, Bryce BirdsongKlearchos VlachakosVP Finance Finance TransformationView Profile, Klearchos VlachakosHarry BlountSVP Investor RelationsView Profile, Harry Blount