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
DeloitteSenior ConsultantMay 19 - PresentMerrill LynchFinancial AdvisorOct 17- Jun 18Tl Private WealthWealth ManagerOct 15- Oct 17
Madison GrubbSenior StrategistView Profile, madison grubbJames HollomanSenior Business ConsultantView Profile, james hollomanBradley TaylorSenior StrategistView Profile, bradley taylor