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
Paladin Fs LlcBusiness Development ExecutiveJan 25 - PresentMerrill LynchMerrill Financial Solutions AdvisorJun 23- Dec 24Fidelity InvestmentsFinancial Representative, Investor CenterSep 21- Jun 23
Michael SaganVice President AmericasView Profile, Michael SaganLisa LoxtonBusiness Development ExecutiveView Profile, Lisa LoxtonRyan TaylorVice President USAView Profile, Ryan Taylor