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