Account Type******** ****Account Owner**** *****Account Opps/Deals***** ******Closed Won • Nov 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
Leigh AshleyTeam LeaderView Profile, leigh ashleyLee ProvostGlobal Head Of Management Company SolutionsView Profile, lee provostTracy LuebkeSenior Project Management ConsultantView Profile, tracy luebke