Account Type****** ****Account Owner******* ********Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyWealth ManagementJan 22 - PresentNew York FamilyWriter / Shopping Editor of New York FamilyOct 08- May 16Park Piedmont Advisors LlcFinancial Services Associate/Office ManagementJun 06- Feb 08
Noam RomBusiness Development And Investor RelationsView Profile, Noam RomAdam J KleinFractional CFO COOView Profile, Adam J KleinLaura CannonTax PartnerView Profile, Laura Cannon