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
DeloitteSenior ConsultantMay 19 - PresentMerrill LynchFinancial AdvisorOct 17- Jun 18Tl Private WealthWealth ManagerOct 15- Oct 17
Cristina RamirezManager De EstrategiaView Profile, Cristina RamirezRoss NeilsonSenior ConsultantView Profile, Ross NeilsonLatecia CrowleySupervisor Alternative Strategies Trade SupportView Profile, Latecia Crowley