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
Destination Wealth AdvisorsPartner, Wealth AdvisorMar 23 - PresentMerrill LynchFinancial AdvisorJul 06- Mar 23Morgan StanleyFinancial AdvisorOct 98- Jun 06
Diksha ThakurStaff AccountantView Profile, Diksha ThakurAbigail AramaFinancial ControllerView Profile, Abigail AramaZsoka BankiGroup Accounting Services Tribe Tech LeadView Profile, Zsoka Banki