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
Favor Wealth AdvisorsAssociate Financial Planner and Wealth AdvisorJul 20- Sep 21Deutsche BankAssistant Vice President Wealth ManagementApr 19- Nov 19JpmorganchasePrivate Client BankerOct 16- Mar 19
David DeanCFOView Profile, david deanPauline LoHead Of Finance/ Finance ControllerView Profile, pauline loLei ZAccounting ManagerView Profile, lei z.