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
Allstate Financial Services LlcPersonal Financial RepresentativeMay 19 - PresentBank Of America Merrill LynchFinancial Solutions Advisor, AVPAug 17- Jan 19Edward JonesFinancial Advisor/traineeJun 14- Oct 14
Yaniv RockhFinancial ControllerView Profile, Yaniv RockhCaitlin SilverDirector Private EquityView Profile, Caitlin SilverHyo Sun JangAccountigView Profile, Hyo Sun Jang