Account Type****** *****Account Owner******** ******Account Opps/Deals***** ****Closed Won • Oct 24****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
ChiefMemberJan 24 - PresentRgpHead of Platform Success - Digital EngagementJul 08- Oct 23Merrill LynchPrivate Wealth Management - Financial AdvisorJun 05- Nov 07
Carter RoehmSales Development RepresentativeView Profile, carter roehmSam SpenceAssociate Sales Representative IIView Profile, sam spenceKrisha ParkSales AssociateView Profile, krisha park