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
Americana PartnersRelationship SpecialistDec 21 - PresentValwood Improvement AuthorityBoard memberSep 15 - PresentMerrill LynchRegistered Wealth Management Client AssociateOct 20- Dec 21
Philip NorrisAccount ManagerView Profile, Philip NorrisSam KExecutive Client AdvisorView Profile, Sam KMolly GocellaDirector Of Customer ServiceView Profile, Molly Gocella