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
Merrill LynchVice President, Market Client Relationship ManagerJun 20 - PresentInnova Financial Wealth Insurance AdvisorsSenior AssociateFeb 16- Jun 20Innova Financial Wealth Insurance AdvisorsAdministrative AssistantJan 07- Jun 10
Philip SpiegelVice President Corporate Client EngagementView Profile, Philip SpiegelC J WoodsAssociate Vice President Client SystemsView Profile, C J WoodsColin ReynoldsVP Customer Onboarding ImplementationView Profile, Colin Reynolds