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
Creative PlanningPrivate Wealth ManagerApr 24 - PresentRobinhoodHead of Operational Excellence and Executive OfficeAug 20- Feb 24Fidelity InvestmentsVice President - SalesJan 01- Aug 20
Michael MilanoMortgage Loan Originator NMLS 576401View Profile, Michael MilanoRaul AguilarAccountantView Profile, Raul AguilarDroste MilledgeAssociate Technology Investment BankingView Profile, Droste Milledge