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
J P MorganJ.P. Morgan Wealth Management Head of Wealth Planning & AdviceJun 08 - PresentThe Savoir Club Executive Knowledge SharingSenior Managing DirectorFeb 01- Jun 08Schulte Roth Zabel LlpSenior AssociateFeb 98- Jan 01
Carl AmoroseVice President Finance OperationsView Profile, carl amoroseArthur AVice President Of Financial Planning AnalysisView Profile, arthur a.Michael MarronChief Financial OfficerView Profile, michael marron