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
Cormac KeaneStrategic Finance ManagerView Profile, Cormac KeaneJohn ByrneControllerView Profile, John ByrneJennifer ScurlockInternational Relations Officer AsiaView Profile, Jennifer Scurlock