Account Type**** *****Account Owner***** ******Account Opps/Deals******** ******Closed Won • Dec 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
AlliancebernsteinIncoming Private Wealth Summer InternNov 24 - PresentMichigan Wealth Asset ManagementFinancial AnalystSep 23 - PresentMichigan Equity Research Club MercVP of RecruitmentSep 23 - Present
Jovel Sta CruzFinancial Planning And Investment Product Consultant Via Online Telephone Call Or MeetingView Profile, jovel sta cruzJeffery D KennerlyCertified Exit Planning Advisor Financial Planning Specialist Financial AdvisorView Profile, jeffery d. kennerlyKeith DavisTrust Manager Trust Wealth AdvisorView Profile, keith davis