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
SharestatesVice President, Trading and Credit DeskJan 20- Aug 24U S TrustVice President, Senior Client AssociateFeb 11- Feb 17Merrill LynchInvestment SpecialistFeb 10- Feb 11
Andrew EllisChief Financial OfficerView Profile, Andrew EllisDan BadzynskiAssociate Vice PresidentView Profile, Dan BadzynskiJan WalshRegional Vice PresidentView Profile, Jan Walsh