Account Type******** ********Account Owner******* ***Account Opps/Deals******** ***Closed Won • Dec 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Merrill LynchManaging Director - Wealth ManagementOct 18 - PresentWells Fargo Private BankManaging DirectorJan 14- Oct 18Merrill LynchTrust and Estate SpecialistJan 08- Feb 14
Melissa HonakerRegional ManagerView Profile, melissa honakerPhil CutcliffeConsultant Program ManagerView Profile, phil cutcliffeSteve LarnedSenior PrincipalView Profile, steve larned