Account Type******** ***Account Owner******** ****Account Opps/Deals***** *******Closed Won • Jan 25****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
Sean GruggenRelationship BankerView Profile, Sean GruggenPaul KFinance DirectorView Profile, Paul KAndrew WarrenFractional Finance Officer For Small BusinessesView Profile, Andrew Warren