Account Type*** ***Account Owner***** ******Account Opps/Deals******** *****Closed Won • Jan 25**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Mercer AdvisorsSenior Compliance Manager - Marketing & OperationsJul 21 - PresentBmoSenior Compliance Officer - Central Wealth Compliance - MarketingApr 18- Jul 21Raymond JamesSenior Compliance Advisor - AdvertisingMay 15- Apr 18
Grace EllisInternal WholesalerView Profile, Grace EllisDasin RasheedOperations ManagerView Profile, Dasin RasheedMarion LeeDirector Of OperationsView Profile, Marion Lee