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
Mark McandrewInvestorView Profile, Mark McandrewThomas GrubbFinancial DirectorView Profile, Thomas GrubbFernando Diez DeustuaFamily BankerView Profile, Fernando Diez Deustua