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 BankManaging Director and Team Lead, Midwest Wealth Advisory PracticeJul 00 - PresentWinston Strawn LlpPartnerSep 89- Jun 00
Reed DavisSenior Wealth AdvisorView Profile, Reed DavisAkhtar MahmoodSr Manager CS B 2 B Business ManagementView Profile, Akhtar MahmoodEmily GurganusTax Transformation SeniorView Profile, Emily Gurganus