Account Type*** ********Account Owner*** ***Account Opps/Deals******** *****Closed Won • Jan 25****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive Financial Services Director, Vice President, CFP® & Financial AdvisorMar 17 - PresentMerrill LynchFinancial AdvisorJun 13- Mar 17
Mark MangurianVice President Of Finance OperationsView Profile, Mark MangurianKathleen ClarkeChief Investment OfficerView Profile, Kathleen ClarkeJuan LopezVP FinanceView Profile, Juan Lopez