Account Type******* *******Account Owner******** *******Account Opps/Deals******* ****Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Merrill LynchFinancial Solutions AdvisorJun 24 - PresentKbwManaging DirectorAug 08- Oct 22JpmorganchaseManaging DirectorJan 93- May 08
Fran PilonBookkeeper Office ManagerView Profile, fran pilonBernie RivardAssociateView Profile, bernie rivardAnne WongInvestment AnalystView Profile, anne wong