Account Type**** *****Account Owner*** *******Account Opps/Deals******** ****Closed Won • Jan 25****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
J P MorganWealth AdvisorSep 23 - PresentCredit SuisseDirectorOct 00- Sep 23Donaldson Lufkin JenretteAnalystAug 98- Oct 00
Helen ChaoControllerView Profile, Helen ChaoJohn MerrillCFOView Profile, John MerrillStephen CarusoTax DirectorView Profile, Stephen Caruso