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
Bank Of America Merrill LynchFinancial Solutions Advisor ADPJun 24 - PresentEnvisage Wealth A Private Wealth Advisory Practice Of Ameriprise Financial Services LlcFinancial Planning InternJan 24- Jun 24Plante MoranFinancial Advising InternMay 23- Aug 23
Derek HankinsFinancial RepresentativeView Profile, derek hankinsKurt LykinsFinancial Planning SpecialistView Profile, kurt lykinsDino MidzanJunior Finance ManagerView Profile, dino midzan