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
Merrill LynchPrivate Wealth Manager, Senior Vice PresidentOct 20 - PresentWells Fargo Private BankWealth Advisor, Senior Vice President at Wells Fargo Private BankMay 16- Oct 20Citizens JmpManaging DirectorJul 09- May 16
Paul DeeleyChief Financial OfficerView Profile, Paul DeeleyLinda HartChief Financial OfficerView Profile, Linda HartDrew SchaalVP Of Finance FP AView Profile, Drew Schaal