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
Altfest Personal Wealth ManagementClient Administration SpecialistDec 20 - PresentMerrill LynchWealth Management Client AssociateSep 19- Dec 20
Vivienne Maclaren FcimManaging ConsultantView Profile, Vivienne Maclaren FcimAnita MuraroStudent AmbassadorView Profile, Anita MuraroNate RaineHead Healthcare Life SciencesView Profile, Nate Raine