Account Type*** *******Account Owner***** ***Account Opps/Deals****** *******Closed Won • Feb 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
Valerie DAP AccountantView Profile, Valerie DDeree FooksJunior Creditor RelationsView Profile, Deree FooksBenny KosmanDirector Chief Of Staff Commercial Financing And New AccountsView Profile, Benny Kosman