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
CitiHead of WealthSep 23 - PresentMerrill LynchHead of Merrill Lynch Wealth ManagementSep 09- Mar 23CitiManaging Director of myFiMay 05- Sep 09
Sean SmithSenior Vice President FinanceView Profile, Sean SmithMark GretzChief Financial OfficerView Profile, Mark GretzLisa Barns CaChief Financial OfficerView Profile, Lisa Barns Ca