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
Shelby DrenningAccounting ManagerView Profile, Shelby DrenningTyler HarringtonProject AccountantView Profile, Tyler HarringtonGalina RingStaff Accountant IIView Profile, Galina Ring