Account Type**** ***Account Owner**** *******Account Opps/Deals******* *******Closed Won • Jul 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
J P MorganFinancial AdvisorAug 21 - PresentMerrill EdgeFinancial Solutions AdvisorMay 20- Aug 21Morgan StanleyFinancial AdvisorApr 18- Sep 19
Mindy SherwoodFinance AdministratorView Profile, mindy sherwoodSue LariosCollectionsView Profile, sue lariosLetare SimonAccountantView Profile, letare simon