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 Planning Analyst | Financial Planning SpecialistJan 23 - PresentLogan Capital Management IncDirector of Financial PlanningJan 22- Jan 22Morgan StanleyWealth Management | Financial Advisor | Financial Planning SpecialistJan 11- Jan 22
Flora ShiCFO I Health China Ro WView Profile, Flora ShiBen JohnsonBroker AVPView Profile, Ben JohnsonAvi AronovitzChief Financial OfficerView Profile, Avi Aronovitz