Account Type****** ******Account Owner**** ******Account Opps/Deals*** *****Closed Won • Dec 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 BankIncoming Asset & Wealth Management Summer AnalystSep 24 - PresentNinjatraderBusiness Development InternMay 24- Aug 24UbsWealth Management Student AnalystFeb 24- Apr 24
Divya AgarwalMedicare P L OwnerView Profile, divya agarwalShannon ConnControllerView Profile, shannon connSherrie BaronePayroll CoordinatorView Profile, sherrie barone