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 Morgan Private BankVice President, BankerMar 25 - PresentCitiVice President, Investment CounselorSep 21- Feb 25Bernstein Private Wealth ManagementAssociate OfficerMar 19- Sep 21
Brady WebbChief Financial OfficerView Profile, Brady WebbJacob BriggsChief Financial OfficerView Profile, Jacob BriggsMarc PatricanVP Of Finance Strategy And OperationsView Profile, Marc Patrican