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
Bank Of AmericaSenior Relationship ManagerMar 22 - PresentBank Of America Merrill LynchWorkplace Financial Solutions SpecialistSep 10- Mar 22Merrill LynchResident Director and Complex Sales ManagerMay 06- Sep 10
Josh Cruz SrExperience Management Sr ManagerView Profile, Josh Cruz SrAdrienne VichillPrincipal Senior Benefits ConsultantView Profile, Adrienne VichillTracy DavidsTraining LeadView Profile, Tracy Davids