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
Raymond JamesClient Services AssociateJan 25 - PresentMerrill LynchWealth Management Client AssociateOct 22- Jan 25KeybankPersonal BankerAug 20- Oct 22
Brandon FongGroup Manager Customer EngineeringView Profile, brandon fongCaroline SawtellDirector Member Experience Member ServicesView Profile, caroline sawtellSimone MacraeSupport EngineerView Profile, simone macrae