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