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
To Giang NguyenFinance ManagerView Profile, To Giang NguyenDon StriteControllerView Profile, Don StriteDanielle HernandezStaff AccountantView Profile, Danielle Hernandez