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
Julia TothSenior Manager BillingView Profile, Julia TothMahitha BillintiSenior Finance ManagerView Profile, Mahitha BillintiStacie FischenichDirector BillingView Profile, Stacie Fischenich