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 StanleyExecutive Financial Services Director, Vice President, CFP® & Financial AdvisorMar 17 - PresentMerrill LynchFinancial AdvisorJun 13- Mar 17
Carolina FloresSenior Director FinanceView Profile, carolina floresFrederik BortManaging Director National Office Economic And Valuation ServicesView Profile, frederik bortNoah A RaskinChief Financial OfficerView Profile, noah a. raskin