Account Type******* ******Account Owner***** *****Account Opps/Deals*** *******Closed Won • Nov 24****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Merit Financial AdvisorsRegional Operations ManagerJan 25 - PresentMfs Investment ManagementSr. Distribution Oversight Specialist / Compliance AnalystJan 08- Sep 24JpmorganchaseTeam ManagerJan 02- Jan 07
Gabriel Martinez RoaSenior Manager Operations Strategy Transformation PMOView Profile, gabriel martinez roaJamie LendaDirector Of E Commerce OperationsView Profile, jamie lendaNico ZimmerSenior Portfolio Manager Flight OperationsView Profile, nico zimmer