Account Type******* ******Account Owner******* ******Account Opps/Deals***** ******Closed Won • Oct 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Favor Wealth AdvisorsAssociate Financial Planner and Wealth AdvisorJul 20- Sep 21Deutsche BankAssistant Vice President Wealth ManagementApr 19- Nov 19JpmorganchasePrivate Client BankerOct 16- Mar 19
Ian HartinFP A ManagerView Profile, ian hartinAhmed AlveedInvestment TeamView Profile, ahmed alveedRachel KeelingAssociate DirectorView Profile, rachel keeling