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
Steward PartnersSenior Vice President, Wealth ManageJun 21 - PresentMerrill LynchFinancial AdvisorSep 17- Jun 21
Traci ParamoreVice President Of FinanceView Profile, Traci ParamoreYanet KapsAVP Global Deal ManagementView Profile, Yanet KapsValerie DillardManaging Director Finance And AdministrationView Profile, Valerie Dillard