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 LynchFinancial Solutions AdvisorDec 24 - PresentScarsdale Golf ClubTennis, Paddle & Pickleball ProfessionalAug 20 - PresentBettermentOutbound Business Development RepresentativeJan 24- Dec 24
Ming LauAccounting ManagerView Profile, Ming LauJulie DaviesFinance Systems AccountantView Profile, Julie DaviesK Anne PeavlerControllerView Profile, K Anne Peavler