Account Type**** ********Account Owner*** ***Account Opps/Deals****** ********Closed Won • Mar 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Next Level PrivateFounder & Managing DirectorSep 21 - PresentUbsManaging Director - Wealth ManagementNov 11- Sep 21Merrill LynchSenior Vice President - InvestmentsSep 03- Nov 11