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 StanleySenior Vice President - Wealth Management, Senior Investment Management Consultant at Morgan StanleyJul 80 - Present
Alice EricksonVP FinanceView Profile, Alice EricksonYaron OzVice President Finance Business Manager And Technology Center ManagerView Profile, Yaron OzBonnie SmithChief Financial OfficerView Profile, Bonnie Smith