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
Julius RosmoInvestment Banking AnalystView Profile, Julius RosmoJeffery B PannebakerCorporate Controller VP FinanceView Profile, Jeffery B PannebakerCherie CoffeyVP Finance Actuarial Transformation Optimization LeadView Profile, Cherie Coffey