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 EdgeFinancial Solution AdvisorSep 19 - PresentChasePrivate Client BankerJan 16- Sep 19Northwestern MutualFinancial RepresentativeNov 14- Jan 16
Marcus LimGlobal Trading Finance Enablement AdvisorView Profile, Marcus LimMatt StalkerFinancial ControllerView Profile, Matt StalkerSabrina HellFinancial AccountantView Profile, Sabrina Hell