Account Type*** ******Account Owner****** ***Account Opps/Deals**** ****Closed Won • Dec 24**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
Dave HarutianChief Financial OfficerView Profile, dave harutianJoe GaskinsVice President Investment Banking Technology Media Marketing Information ServicesView Profile, joe gaskinsTed MurphySenior Vice President Venture LendingView Profile, ted murphy