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
Dynasty Financial PartnersManaging DirectorJul 12 - PresentMorgan StanleyExecutive Director Wealth Advisory ServicesJul 09- Jan 12Smith BarneyDirector of Wealth Management - Central DivisionApr 99- Jun 09
Cherry TangDCPAEView Profile, Cherry TangCristina MihalceaPMO WW Pricing Strategy And ExecutionView Profile, Cristina MihalceaSonny LeSr Pricing Insights AnalystView Profile, Sonny Le