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
Morgan StanleyFinancial AdvisorJun 20 - PresentBank Of America Merrill LynchWealth Management AdvisorFeb 18- Nov 19
Antoine AyotteCFO COOView Profile, Antoine AyotteLynn PalmerFinance ManagerView Profile, Lynn PalmerLucia LopezDirector Of Finance OperationsView Profile, Lucia Lopez