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