Account Type******** *****Account Owner****** ***Account Opps/Deals******* *****Closed Won • Dec 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Downshift FinancialFinancial Planner, Co-FounderJun 21 - PresentMerrill LynchAVP, Private Wealth ManagerMay 19- May 21First RepublicSenior Associate, Client Relationship AnalystJun 17- Jul 18
Jamie SmithPrincipal At Elevation Capital GroupView Profile, jamie smithPatrick ParragaAssociateView Profile, patrick parragaMichael ArizaDirector Financial Systems ControlsView Profile, michael ariza