Account Type***** ***Account Owner******* *******Account Opps/Deals******* ******Closed Won • Aug 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Morgan StanleyVice President, Wealth Management RiskSep 24 - PresentAigChief of Staff, North America Retail, North America Distribution & Field Operations Oct 08- Sep 24UbsDirector, Business Management, Municipal SecuritiesJan 99- Dec 08
Adam StoneDirector Financial Planning And AnalysisView Profile, adam stoneDan KohrsVice President Treasury ManagementView Profile, dan kohrsRoss AmaranteCOO CFOView Profile, ross amarante