Account Type******** ***Account Owner******* ****Account Opps/Deals****** ********Closed Won • Dec 24***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
Amar JambaaManager Investor RelationsView Profile, amar jambaaLisa ToyneAssociateView Profile, lisa toynePeter RothwellHead Of FinanceView Profile, peter rothwell