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
Bob GallenGTM Advisor Investor ConsultantView Profile, bob gallenSaravan SasiSenior Billing AnalystView Profile, saravan sasiDanielle ParkesCommercial BankerView Profile, danielle parkes