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
Haven GreenChief Operating OfficerApr 21 - PresentMorgan StanleyInvestment ManagementJan 19- May 21ActavoAssistantMar 16- Sep 16
Bruna Costa PepeliascovSr Financial AnalystView Profile, bruna costa pepeliascovFrank Peter KimlerSenior Tax ManagerView Profile, frank peter kimlerLauren BartholomewSenior Specialist Wealth Operations Project ManagementView Profile, lauren bartholomew