Account Type****** *****Account Owner***** ********Account Opps/Deals******** ********Closed Won • Jul 24***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
Adam T KazalskiManaging Director Financial PlannerView Profile, adam t. kazalskiMarkus LeunigChief Financial OfficerView Profile, markus leunigJane AshwoodVice PresidentView Profile, jane ashwood