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
Morgan StanleyUS Govt Entity Specialist, Senior Institutional Consultant, Executive Director, Financial AdvisorOct 14 - PresentMerrill LynchPortfolio Manager - Global Wealth and Investment ManagementJun 11- Oct 14NewedgeVice President - StrategyOct 09- Jun 11
John WangStrategic AccountsView Profile, John WangFrank KatichSenior Analyst Of Financial Planning AnalysisView Profile, Frank KatichJames BallFinancial Services ConsultantView Profile, James Ball