Account Type***** ********Account Owner**** *******Account Opps/Deals*** ******Closed Won • Feb 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 - PresentMorgan StanleyWealth Management InternJun 15- Aug 18
Snap OsaurusCFOView Profile, Snap OsaurusAmanda BennettCFOView Profile, Amanda BennettAustin HoganInvestment Advisor RepresentativeView Profile, Austin Hogan