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
Wooster Square Advisors LlcPartner | Wealth ManagerNov 23 - PresentCic WealthSenior Vice President, Financial AdvisorJan 21- Jan 23Merrill LynchAssistant Vice President, Financial AdvisorJan 10- Jan 17
Galyna SadovskaFinance ManagerView Profile, Galyna SadovskaLuke HughesAssociate Portfolio ManagerView Profile, Luke HughesSean HendersonControllerView Profile, Sean Henderson