Account Type**** *******Account Owner**** ***Account Opps/Deals****** ********Closed Won • Mar 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