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
Bank Of America Merrill LynchAssistant Vice President, Financial Solutions Advisor at Merrill LynchDec 22 - PresentJpmorganchaseWealth Management Advisor Development ProgramAug 19- Dec 22ChaseBank TellerMay 12- Aug 16
Ravi PatelChief Financial OfficerView Profile, ravi patelDebbie LotzChief Financial OfficerView Profile, debbie lotzMax GrayVice President FinanceView Profile, max gray