Account Type******* ********Account Owner****** *****Account Opps/Deals******* ********Closed Won • Oct 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Morgan StanleyAssociate Vice President | Sr Portfolio Manager | Financial Planning Specialist | Financial AdvisorJul 19 - PresentAmherst CollegeStudent AthleteSep 15- May 19Morgan StanleyWealth Management InternJun 15- Aug 18
Tim UpsonChief Financial OfficerView Profile, tim upsonTommy LeBusiness ControllerView Profile, tommy leMichael ChanDirector FP AView Profile, michael chan