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
Altfest Personal Wealth ManagementClient Administration SpecialistDec 20 - PresentMerrill LynchWealth Management Client AssociateSep 19- Dec 20
Jinelle HudsonAdministrative AssistantView Profile, Jinelle HudsonSukriti LanbaDirectorView Profile, Sukriti LanbaJoshua ThorpSenior Technical WriterView Profile, Joshua Thorp