Account Type******* ****Account Owner*** *****Account Opps/Deals*** *******Closed Won • Nov 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
Raymond ChoGVP FinanceView Profile, raymond choAngiras KoorapatyChief Financial OfficerView Profile, angiras koorapatyJeff DavisChief Tax Architect Accounting StrategistView Profile, jeff davis