Account Type******* *******Account Owner***** ***Account Opps/Deals******** ****Closed Won • Jan 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
Chris MontagChief Financial OfficerView Profile, Chris MontagStuart PassmoreChief Operating Financial OfficerView Profile, Stuart PassmoreElizabeth TarnowVice President Of AccountingView Profile, Elizabeth Tarnow