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
Septiani Eka PutriB 2 B Business Development Partnership Jr ManagerView Profile, Septiani Eka PutriJim CherryboneBusiness Development ManagerView Profile, Jim CherryboneBailey JohnsonBusiness Development ManagerView Profile, Bailey Johnson