Account Type****** ****Account Owner******** ******Account Opps/Deals******** ******Closed Won • Oct 24**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 Mc Combs School Of BusinessTeacher AssistantJan 22- Aug 24Cd Wealth ManagementWealth Management InternJun 23- Aug 23
Mark TreloarCertified BookkeeperView Profile, mark treloarFatima AkilAssociate Finance Digitalisation ManagerView Profile, fatima akilEliza ChanTax StaffView Profile, eliza chan