Account Type******* ***Account Owner**** ***Account Opps/Deals******* *******Closed Won • Dec 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
OMNI Financial ServicesFinancial AdvisorMay 24 - PresentBank Of America Merrill LynchFinancial Solutions Advisor Vice PresidentDec 22- May 24Merrill LynchFinancial Solutions Advisor Assistant Vice PresidentMar 19- Dec 22
Tj ButlerAssociateView Profile, tj butlerOlpis De La Cruz ZacnichPricing SpecialistView Profile, olpis de la cruz zacnichSherry HallFinancial SpecialistView Profile, sherry hall