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
Sloan Advisory Group IncCertified Financial Planner™ / FounderApr 09 - PresentMerrill LynchFinancial AdvisorNov 05- Apr 09Morgan StanleyClient Relationship Executive / Financial AdvisorJan 98- Jan 05
Gracie BlueInvestment Banking AnalystView Profile, Gracie BlueJessica UlrichFinance ManagerView Profile, Jessica UlrichFelicia BerryAssociate DirectorView Profile, Felicia Berry