Account Type**** ******Account Owner*** ****Account Opps/Deals*** *******Closed Won • Aug 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
CressetExecutive Assistant to Chief Investment OfficerFeb 18 - PresentBmo Wealth Management U SExecutive Assistant Dec 00- Feb 18
Ben MartoranoDirector Strategic InitiativesView Profile, ben martoranoMarcelo ErthalDirectorView Profile, marcelo erthalKelby MillerLine ProducerView Profile, kelby miller