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
Optimize Wealth ManagementAssociateOct 21- Jan 22BmoTerm SpecialistMay 21- Sep 21Rhyno Equity GroupMergers and Acquisitions InternSep 20- Apr 21
Stacie HarrimanExecutive AssistantView Profile, Stacie HarrimanJenny PetersonExecutive AssistantView Profile, Jenny PetersonNatasha ManuelAssistantView Profile, Natasha Manuel