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
Merrill EdgeFinancial Solutions AdvisorNov 19 - PresentBank Of AmericaRelationship ManagerJul 15 - Present
Steven ZhouAssociateView Profile, Steven ZhouDamien RetailleauAccountantView Profile, Damien RetailleauCarter LawninPartner International Tax Global Funds Tax AdvisoryView Profile, Carter Lawnin