Account Type******* ******Account Owner**** ***Account Opps/Deals*** *******Closed Won • Feb 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyBusiness Development DirectorNov 11 - PresentMerrill LynchFinancial AdvisorJul 08- Nov 11Strategic Asset Management LlcInsurance BrokerJun 06- Jul 08
Hannah MerrickAccount ExecutiveView Profile, Hannah MerrickJoanne OgormanAdvisory BoardView Profile, Joanne OgormanJonny SchooffBusiness Development ManagerView Profile, Jonny Schooff