Account Type******* *******Account Owner****** ********Account Opps/Deals******* *******Closed Won • Mar 25****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Merrill LynchRelationship Manager - Elite Growth PracticeOct 23 - PresentWealth EnhancementClient Service ManagerMar 19- Oct 23Sai Financial Services IncRegistered ParaplannerJun 17- Mar 19