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
Bank Of America Merrill LynchSenior Vice President-Wealth Management OperationsMar 20 - PresentWells Fargo AdvisorsAnnuity Operations ManagerSep 11- Mar 20
Louis LograssoSenior Vice President Wealth Management Financial AdvisorView Profile, Louis LograssoDan MayChief Financial OfficerView Profile, Dan MayJohn HamiltonVice President Finance And Corporate DevelopmentView Profile, John Hamilton