Account Type****** ******Account Owner******** ********Account Opps/Deals**** ****Closed Won • Nov 24***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
Ido HartPartnerView Profile, ido hartBlake HowardChief Financial OfficerView Profile, blake howardLynn DehartVice President Digital Finance Solutions TransformationView Profile, lynn dehart