Account Type***** *******Account Owner*** ****Account Opps/Deals***** ********Closed Won • Mar 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
RgpVice President Client DevelopmentAug 21 - PresentDynafiosSr. Product Manager Jul 16- Aug 21Merrill LynchVice President of Wealth ManagementOct 13- Dec 14