Account Type****** *****Account Owner*** ***Account Opps/Deals****** ******Closed Won • Feb 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
J P MorganPrivate Client AdvisorNov 21 - PresentFavor Wealth AdvisorsAssociate Financial Planner and Wealth AdvisorJul 20- Sep 21Deutsche BankAssistant Vice President Wealth ManagementApr 19- Nov 19
Rae SheafferCustomer Success ManagerView Profile, Rae SheafferCurtis NunnCustomer Experience Innovation ConsultantView Profile, Curtis NunnTemitope AdekolaAccount ManagerView Profile, Temitope Adekola