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
Merrill LynchSenior Financial Advisor, Vice PresidentSep 19 - PresentJ P MorganPrivate BankerOct 12- Sep 19Morgan StanleyClient Service AssociateJun 09- Oct 12
Amy SimmonsVice President BrokerageView Profile, Amy SimmonsTraci ShawChief Financial OfficerView Profile, Traci ShawMichael MorrisonCFOView Profile, Michael Morrison