Account Type******** ******Account Owner**** ******Account Opps/Deals******** ***Closed Won • Nov 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Merrill LynchMarket Client Relationship Manager, VPAug 22 - PresentRockefeller Capital ManagementAssociate Vice PresidentApr 22- Aug 22Merrill LynchWealth Management Specialist, AVPDec 19- May 22
Adriana BoyerGlobal Account ExecutiveView Profile, adriana boyerSheri WoolstonEnterprise Account Director Talent LearningView Profile, sheri woolstonBrian MchughRegional Sales Director Financial Investment ServicesView Profile, brian mchugh