Account Type******* *******Account Owner*** *******Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Morgan StanleyFinancial AdvisorMay 23 - PresentBlockfiClient Engagement Associate (RM)Jun 21- Feb 23Access Sports Medicine OrthopaedicsFinance & Accounting SpecialistApr 20- May 21
Nancy YiSenior Analyst Fiduciary Trust Tax ServicesView Profile, nancy yiJanet TohAccounts AdmimistratorView Profile, janet tohRoger ChoiTrust Reporting Analyst AVPView Profile, roger choi