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
JpmorganchaseClient Service Associate IISep 22 - PresentChasePrivate Client BankerJul 13- Sep 22Merrill LynchFinancial AdvisorJul 11- Apr 13
Kristina GallCSC Customer Experience Project ManagerView Profile, Kristina GallSonia EvansSupport ManagerView Profile, Sonia EvansDan AgateCall Centre ManagerView Profile, Dan Agate