Account Type**** ****Account Owner*** ********Account Opps/Deals******* ******Closed Won • Jan 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Morgan StanleyFirst Vice President, Financial Advisor, CFP®, CRPS®Aug 06 - PresentRoss SystemsBusiness AnalystDec 05- Aug 06Andersen Business ConsultingConsultantJul 00- Aug 02
Kaori YamadaSenior Vice President Head Of Office Of Financial HealthView Profile, Kaori YamadaDouglas PutnamSenior Director Of Finance Transformation And SystemsView Profile, Douglas PutnamDaniel SerranoChief Financial OfficerView Profile, Daniel Serrano