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
Bank Of AmericaFinancial Solutions AdvisorAug 24 - PresentTexas Mccombs School Of BusinessTeacher AssistantJan 22- Aug 24Cd Wealth ManagementWealth Management InternJun 23- Aug 23
Kevin LiDirector Of FinanceView Profile, Kevin LiJanelle MooreDirector Of AccountingView Profile, Janelle MooreSam PanageasUS Equity TradingView Profile, Sam Panageas