Account Type****** ***Account Owner***** ******Account Opps/Deals**** ***Closed Won • Aug 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
CitiPrime BrokerageMar 14 - PresentBarclays Investment BankDodd Frank client onboarder.Dec 12- May 13JpmorganchaseClient Service RepresentativeJun 08- Oct 12
Xuemeng Judy JiaEquity Derivatives Exotic TradingView Profile, xuemeng (judy) jiaMarco FoglizzoInvestment OfficerView Profile, marco foglizzoKevin Woods CmaFractional CFO Strategic Business Advisor Quick Books Certified Advanced Pro AdvisorView Profile, kevin woods cma