Account Type****** ****Account Owner****** ******Account Opps/Deals**** ***Closed Won • Jan 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Merrill Lynch Pierce Fenner Smith LimitedWealth Management Client AssociateApr 24 - PresentDonnelly Penman PartnersExecutive AssistantFeb 96- Apr 24Zf GroupAssistantJan 89- Jan 92
Rebecca LawrenceCustomer Services ManagerView Profile, Rebecca LawrenceMartin SmithClaims Service RepresentativeView Profile, Martin SmithKateryna YurchenkoCustomer Care SpecialistView Profile, Kateryna Yurchenko