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
CaptrustPrincipal, Financial AdvisorMay 21 - PresentMerrill LynchWealth Management Advisor Jan 06- Jan 12
Fattima AngelesCertified Public AccountantView Profile, fattima angelesDaniel ContiSenior Portfolio SpecialistView Profile, daniel contiErica DavisRisk Management SpecialistView Profile, erica davis