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
Merrill EdgeInvestment Consultant - Merrill PremiumNov 24 - PresentAllyAssociate Specialist - Investment ServicesAug 24- Oct 24RobinhoodAdvanced Brokerage RepresentativeSep 20- Sep 24
Iliana ValdesBilling AnalystView Profile, Iliana ValdesAndrew G MeekInsurance ProfessionalView Profile, Andrew G MeekNathaniel TravisDirector Of FinanceView Profile, Nathaniel Travis