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 StanleySenior Aquistion Financial AdvisorApr 22 - PresentMerrill EdgeAssistant Vice President- Premium Elite Relationship ManagerJan 14- Apr 22Axa UsFinancial PlannerJun 13- Dec 13
Grace PetersenFinance Accounting ConsultantView Profile, grace petersenBen Chen MingyuInvestment Banking AssociateView Profile, ben chen mingyuKenny LeeDirector Of Finance And AccountingView Profile, kenny lee