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
J P Morgan Private BankInvestment AssociateNov 24 - PresentBank Of America Merrill LynchRegistered Private Wealth AssociateAug 21- Nov 24Belmont United Soccer ClubSoccer CoachJun 16- Jun 23
David RoznerAssociateView Profile, david roznerAndrew WestbyFinancial AnalystView Profile, andrew westbyPeter BrownFinancial AdvisorView Profile, peter brown