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 BankIncoming Asset & Wealth Management Summer AnalystSep 24 - PresentNinjatraderBusiness Development InternMay 24- Aug 24UbsWealth Management Student AnalystFeb 24- Apr 24
Russell HarrisonCFOView Profile, Russell HarrisonChristine HaddadDirector Leveraged Finance Portfolio ManagementView Profile, Christine HaddadDaniel CoteronSenior AccountantView Profile, Daniel Coteron