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 StanleyAssociate Vice PresidentNov 22 - PresentE Trade From Morgan StanleyFinancial ConsultantFeb 17- Dec 22Morgan StanleyFinancial Advisor AssociateNov 15- Feb 17
Paul IsaacChief Financial OfficerView Profile, Paul IsaacMauricio AnguloVP Revenue ManagementView Profile, Mauricio AnguloJorge AdlerVice President InvestmentsView Profile, Jorge Adler