Account Type******** *******Account Owner******** ***Account Opps/Deals**** ********Closed Won • Oct 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Sloan Advisory Group IncCertified Financial Planner™ / FounderApr 09 - PresentMerrill LynchFinancial AdvisorNov 05- Apr 09Morgan StanleyClient Relationship Executive / Financial AdvisorJan 98- Jan 05
Danielle HomerCredit Management ConsultantView Profile, danielle homerMichelle CookeSenior FP A AccountantView Profile, michelle cookeGina GautierSenior Loan Administrator IIView Profile, gina gautier