******* ******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 MalloryInvestment Director Private InvestmentsView Profile, Mark MalloryPatrick SullivanPartner In Charge Of Investment Advisory And Asset Management PracticeView Profile, Patrick SullivanDaniel Dorado VillaDirector Of Finance FP AView Profile, Daniel Dorado Villa