Account Type****** *****Account Owner******** ***Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Bank Of America Private BankAVP, Wealth Management AssociateAug 20 - PresentLeveraged Lion CapitalLead Analyst | Financials Sector (REGAL-FIG)Dec 17- May 20Bank Of America Private BankWealth Management Summer AnalystJun 19- Aug 19
Jamie AdairPublic Affairs Officer WalesView Profile, Jamie AdairWill EdelmannFinancial Solutions AdvisorView Profile, Will EdelmannSamuel GoldsmithAssociateView Profile, Samuel Goldsmith