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
Morgan StanleyManaging Director, Wealth ManagementSep 16 - PresentBank Of America Merrill LynchManaging Director, Enterprise Shared Services, Global Technology & OperationsOct 10- Sep 16Merrill EdgeDirector, Global Wealth Management Direct DivisionSep 03- Oct 10
Daniel EppingaFounder Executive Business ArchitectView Profile, daniel eppingaIon HatzithomasPresidentView Profile, ion hatzithomasChris MillerFounderView Profile, chris miller