Account Type******* ********Account Owner*** ********Account Opps/Deals**** ******Closed Won • Feb 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
Jessica GeorgeBusiness Development AdvisorView Profile, Jessica GeorgeJoss Du TrevouBusiness CoachView Profile, Joss Du TrevouMarilyn AcevedoPartner ManagerView Profile, Marilyn Acevedo