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 StanleyTax Operations Manager and DirectorDec 15 - PresentTransamerica Financial Advisors IncFinancial AdvisorApr 15- Dec 15Loomis Sayles CompanyMacro Strategies Research AssociateJun 13- Jul 15
Jill BerberichDirector Financial Planning AnalysisView Profile, Jill BerberichWilliam RuizDirector Of FP AView Profile, William RuizAdriana FigueroaGrants SpecialistView Profile, Adriana Figueroa