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
Morgan StanleySenior Financial AdvisorJan 22 - PresentJacksonStrategic Support AssociateMay 18- Feb 22
Yuval CohenSenior Financial PlannerView Profile, yuval cohenDiego RuizAnalytics Lead Finance Forecasting And Workforce ManagementView Profile, diego ruizEllie DawsonProgram Lead Venture Capital ReferralsView Profile, ellie dawson