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
Anthony EspositoSenior Manager Credit And CollectionsView Profile, anthony espositoGuy PassiarPrivate Equity Investment ManagerView Profile, guy passiarMandy SantosFinance Operations ManagerView Profile, mandy santos