Account Type*** ****Account Owner******* ***Account Opps/Deals**** ******Closed Won • Oct 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
J P MorganVice President, Wealth AdvisorJun 14 - PresentMorgan Stanley Wealth ManagementRegistered Client Service AssociateOct 06- Jun 10AvidyneMarketing & SalesJan 03- Jan 05
Bryan HillChief Financial OfficerView Profile, bryan hillChris HartmanChief Financial OfficerView Profile, chris hartmanLuke BatmanChief Financial OfficerView Profile, luke batman