Account Type****** *****Account Owner******* *****Account Opps/Deals*** *******Closed Won • Jan 25****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
Elias FahimManager Of OperationsView Profile, Elias FahimRobert OlheiserTransportation ManagerView Profile, Robert OlheiserEileen MilliganOperations CoordinatorView Profile, Eileen Milligan