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 StanleyHead of Institutional Consulting Solutions at Morgan StanleyJan 24 - PresentGraystone Consulting From Morgan StanleyHead of Graystone Consulting a Morgan Stanley CompanyJun 20 - PresentMercerChief Operating Officer and Partner - Mercer Wealth - USNov 15- Jun 20
Gregg StoneVP Of SalesView Profile, Gregg StoneJordan WolfsonSenior Partnership Alliance ExecutiveView Profile, Jordan WolfsonSamuel Aaron SohStrategic Account Executive EMEAView Profile, Samuel Aaron Soh