Merrill Lynch
Amanda Price Ransom
VP, Client Relationship Manager
Ashish Rekhy
VP Client Servicing
Patricia Savre
Wealth Management Advisor, Assistant Vice President
Monica Guttmann, Adpa®, Crps®, Cpfa
Senior Financial Advisor, Senior Vice President
Curtis Cuccia
Assistant Vice President, Senior Portfolio Advisor
Philip Bruneau
Wealth Management Advisor, First Vice President Wealth Management
Bart Ozbun
Senior Resident Director, Senior Vice President
Kaktrale Austin, Aams™, Crpc™, Crps™
Senior Financial Advisor, Senior Vice President
Queenie Ko
Risk Pl Control Assistant Vice President
Brenden Squyres
Operations Representative
Chellappan Murugappan
Data Architect
Michelle Foreman
Vice President