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
Mallory NewcomerDirector Of FinanceView Profile, mallory newcomerAlexandra BurceaHead Of Planning Reporting Financial Control Country ItalyView Profile, alexandra burceaJack QuintonSr Manager FP AView Profile, jack quinton