Account Type****** *****Account Owner***** *******Account Opps/Deals***** ***Closed Won • Nov 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
Tyler BlissSenior Wealth And Insurance StrategistView Profile, tyler blissLonnie GraverChief Financial OfficerView Profile, lonnie graverDavor BijelicChief Financial OfficerView Profile, davor bijelic