Account Type****** *******Account Owner****** ****Account Opps/Deals**** ******Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Hbks Wealth AdvisorsInvestment AnalystOct 24 - PresentBnyTrust Associate IIMay 24- Oct 24GncStrategic Initiatives InternFeb 18- Aug 22
Tracey CarrilloAdvisory ConsultantView Profile, Tracey CarrilloSaba Ghodrat ZadehSenior Director Strategy OperationsView Profile, Saba Ghodrat ZadehMeredith MillerStrategic Communications ConsultantView Profile, Meredith Miller