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
Merrill LynchWealth Management Advisor, Vice PresidentJun 19 - PresentInspired Global ResourcesManaging PartnerJan 17- Jan 20Apella Huntington BeachOwnerJan 15- Jun 19
Alice EricksonVP FinanceView Profile, Alice EricksonMina SamaanChief Financial OfficerView Profile, Mina SamaanJack GurnickVice President Financial Institutions And Professional Services PracticeView Profile, Jack Gurnick