Account Type******** ********Account Owner*** *****Account Opps/Deals**** ****Closed Won • Dec 24**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
Lois CarneyAssociateView Profile, lois carneyNeil ShahInvestment Banking AnalystView Profile, neil shahKristin AlvarezSenior Manager Treasury And InsuranceView Profile, kristin alvarez