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
MassmutualFinancial Advisor Aug 23 - PresentAmeritasFinancial AdvisorFeb 14- Jan 24HsbcBranch Relationship BankerJan 06- Jan 12
Manisha GuleriaAssociateView Profile, Manisha GuleriaKyle CattermoleDirector Corporate Strategic FinanceView Profile, Kyle CattermoleZachary MerzelStrategic Financial AnalystView Profile, Zachary Merzel