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 StanleyVice President - Wealth Management, Financial AdvisorMay 20 - PresentUbsVice President - Wealth ManagementFeb 12- May 20Merrill LynchVice President, Senior Financial AdvisorMar 97- Feb 12
Rachel VincionChief Financial OfficerView Profile, Rachel VincionXinyi TuSenior Executive Investments Portfolio ManagementView Profile, Xinyi TuJustin OpielaCommercial Banking Relationship Manager SVPView Profile, Justin Opiela