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
PwcDirector, Wealth & Asset ManagementSep 15 - PresentMorgan StanleyWealth Management Rotational AnalystJun 13- Sep 15Waddell ReedFinancial Services InternSep 12- Apr 13
Patrick MorahanBusiness Banker Commercial BrokerView Profile, Patrick MorahanMichele Lee GoldenHead Of FinanceView Profile, Michele Lee GoldenArielle FigovDirector Of FinanceView Profile, Arielle Figov