Overview

I have been at Morgan Stanley for 5 years; before that I was a CPA and worked at Goldman Sachs as an Institutional Sales person in Asia. I love working with clients and would really like to purchase a practice from an individual who actually worried about his/her clients and really looked out for the welfare of clients


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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