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
Mercer AustraliaSenior Private Portfolio Specialist Wealth ManagementOct 23 - PresentBtSenior Portfolio ManagerDec 18- Oct 23Morgan StanleyEquity Sales TraderDec 00- Feb 18
Luis LaraInvestorView Profile, Luis LaraKatherine PalaciosControllerView Profile, Katherine PalaciosAlexandra BMarketing Manager Wealth ManagementView Profile, Alexandra B