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
Allstate Financial Services LlcPersonal Financial RepresentativeMay 19 - PresentBank Of America Merrill LynchFinancial Solutions Advisor, AVPAug 17- Jan 19Transamerica Financial Advisors IncFinancial Advisor Apr 15- Aug 17
Blake BertoliniIncoming Investment Banking Summer AnalystView Profile, blake bertoliniYuhua Elaine KuangAudit StaffView Profile, yuhua (elaine) kuangLeticia BusaFinance AssistantView Profile, leticia busa