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
Samantha AshburnCRO Operational LeadView Profile, Samantha AshburnMarie TalbotProcessing ManagerView Profile, Marie TalbotEdgar RetizDallas Operations ManagementView Profile, Edgar Retiz