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
MonetaPartnerOct 18 - PresentStifel Financial CorpSenior Wealth StrategistNov 15- Sep 18MetlifeSenior Advanced Markets ConsultantJun 01- Jun 04