Account Type******* ******Account Owner******** ***Account Opps/Deals***** ********Closed Won • Oct 24**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
Vaibhav GaneshAssociateView Profile, vaibhav ganeshLaura CollinsBusiness AnalystView Profile, laura collinsJack ConstantTechnical AdvisorView Profile, jack constant