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 MorganVice President, Wealth AdvisorJun 14 - PresentMorgan Stanley Wealth ManagementRegistered Client Service AssociateOct 06- Jun 10AvidyneMarketing & SalesJan 03- Jan 05
Melissa HermanChief Financial OfficerView Profile, Melissa HermanRandy BauderVice President Business Lending OfficerView Profile, Randy BauderBob McguirlChief Financial OfficerView Profile, Bob Mcguirl