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