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 Morgan Private BankExecutive Director, Fund BankerMay 24 - PresentJ P MorganVice President - Corporate and Investment Bank - Securities Services SalesJan 14- May 24
Daniel KridlerSVP Customer Tax Information Reporting ManagerView Profile, Daniel KridlerDrew LewisSenior Vice President ControllerView Profile, Drew LewisFrank G JannicelliChief Financial OfficerView Profile, Frank G Jannicelli