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
Merrill EdgeFinancial Solutions AdvisorNov 19 - PresentBank Of AmericaRelationship ManagerJul 15 - Present
Robbie TamblynAnalyst Asset Based LendingView Profile, robbie tamblynChris PennyFinance Operations ManagerView Profile, chris pennyAlexi ATax ExpertView Profile, alexi a.