Account Type*** ***Account Owner******* *******Account Opps/Deals******** *******Closed Won • Sep 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Merrill LynchManaging Director Merrill Lynch Wealth Management - Head of Client ServiceJul 18 - PresentBank Of AmericaManaging Director - Enterprise Resolution Execution Office - Operational ReadinessFeb 11- Jun 18Merrill LynchManaging DirectorJun 94- Feb 11
Donny PalmertreeVice PresidentView Profile, donny palmertreeAshley HolbrookChief Administrative Officer Government OperationsView Profile, ashley holbrookJordan BraunsteinFounderView Profile, jordan braunstein