Account Type******* *******Account Owner****** ******Account Opps/Deals**** ********Closed Won • Jan 25**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
Ami SabanC P AView Profile, Ami SabanDhwani BhavsarSr Accounts OfficerView Profile, Dhwani BhavsarAshwin AdhikaryFinance ManagerView Profile, Ashwin Adhikary