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
Destination Wealth AdvisorsPartner, Wealth AdvisorMar 23 - PresentMerrill LynchFinancial AdvisorJul 06- Mar 23Morgan StanleyFinancial AdvisorOct 98- Jun 06
Yi XieCurrency AnalystView Profile, Yi XieNatalie HorshidBookkeeperView Profile, Natalie HorshidDiana CarasaFinance ManagerView Profile, Diana Carasa