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
William BlairPrivate Wealth ManagementMay 17 - PresentMerrill LynchFirst Vice President, Wealth Management AdvisorJun 03- May 17
Raina BatraAssociate Director Anaplan Center Of Excellence Finance TransformationView Profile, raina batraSally ReadFinance ManagerView Profile, sally readLoh Jess MinFinance ManagerView Profile, loh jess min