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
Raymond JamesSVP, Head of Private Client Group SupervisionJun 17 - PresentBank Of America Merrill LynchManaging Director, Global Wealth & Investment Management Compliance ExecutiveApr 07- Jun 17Merrill LynchDirector, Bank Group and Corporate Credit Audit ExecutiveJan 99- Apr 07
Dawn De LeviEditor In Chief DirectorView Profile, Dawn De LeviSuzanne HassettChief Operating OfficerView Profile, Suzanne HassettThomas Paul MannCEO Co FounderView Profile, Thomas Paul Mann