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
Bank Of America Merrill LynchVP - Wealth Strategies SpecialistMay 19 - PresentBank Of AmericaVP - Senior Team Operations ManagerJun 13- Jan 19Merrill LynchVP - Senior Team Operations ManagerMay 05- Jun 13
Julian KavanaghChief Financial OfficerView Profile, Julian KavanaghPatrick ZanoniStartup CFOView Profile, Patrick ZanoniLaura L SmithVice President Of Global Finance And AccountingView Profile, Laura L Smith