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
Morgan StanleyFinancial Advisor AssociateMay 20 - PresentNorthwestern MutualWealth Management Co. Financial AdvisorJul 19- May 20
Ming ZhangFinance ManagerView Profile, ming zhangOliver LeveyFinancial AdvisorView Profile, oliver leveyChris GardellaFinancial ProfessionalView Profile, chris gardella