Account Type**** ********Account Owner******* ********Account Opps/Deals*** *******Closed Won • Mar 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Merrill LynchFinancial AdvisorJun 24 - PresentAlgerRegional AssociateJan 22- May 24VanguardRetail Sales ConsultantApr 21- Nov 21