Account Type***** ***Account Owner****** *******Account Opps/Deals**** ***Closed Won • Oct 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
Richard SteeleChief Financial OfficerView Profile, richard steeleSophie McclellandEquity OTC Settlements Vice PresidentView Profile, sophie mcclellandNathan HuntChief Financial OfficerView Profile, nathan hunt