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
Hamid IqubalField ManagerView Profile, Hamid IqubalEvan PrudenAccount Executive Growth Business Financial ServicesView Profile, Evan PrudenAndrea SutherlandBusiness Development ManagerView Profile, Andrea Sutherland