Account Type******** *******Account Owner***** *****Account Opps/Deals***** *******Closed Won • Mar 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Evelyn PartnersDirector, Financial PlanningJun 22 - PresentTilney GroupDirector, Investment ManagementOct 18- Jun 22CitiDirector Private BankerJan 07- Oct 10