Account Type***** *****Account Owner******* ***Account Opps/Deals******* ******Closed Won • Dec 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
HedgeservSupervisor, Investor ServicesJun 14- Oct 17Tag AssociatesPortfolio AssociateJan 11- May 14Merrill LynchFinancial Advisor InternJun 10- Aug 10
Sonja HillCorporate ControllerView Profile, sonja hillRobert QuinlanFinancial AdvisorView Profile, robert quinlanGagan SharmaAssociateView Profile, gagan sharma