Account Type**** ******Account Owner******** *******Account Opps/Deals******** ******Closed Won • Dec 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 | Portfolio Management Director | Financial Planning Specialist | Financial AdvisorJul 19 - PresentAmherst CollegeStudent AthleteSep 15- May 19Morgan StanleyWealth Management InternJun 15- Aug 18
Carol CSVP Finance OperationsView Profile, carol c.Ludovic SubranChief Investment OfficerView Profile, ludovic subranShawn M RyanChief Financial OfficerView Profile, shawn m. ryan