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
Steward PartnersSenior Vice President, Wealth ManageJun 21 - PresentMerrill LynchFinancial AdvisorSep 17- Jun 21
Tricia PloufCFO COO ConsultantView Profile, tricia ploufJeremy TownSenior Vice President FinanceView Profile, jeremy townJose M DonoSenior Director GMO FinanceView Profile, jose m. dono