Account Type*** ****Account Owner**** ********Account Opps/Deals****** ****Closed Won • Oct 24**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
Amy MaselliSenior Vice President FinanceView Profile, amy maselliAndrew GonsalvesChief Financial OfficerView Profile, andrew gonsalvesRaymond DaigneaultVice President Real Estate Lending Business Risk And ControlsView Profile, raymond daigneault