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
Wells Fargo AdvisorsDivisional President | NortheastJun 23 - PresentJpmorganchaseManaging Director - Divisional Director, JPMorgan Securities LLCMay 16- May 23Bank Of AmericaWealth Management Executive - Enterprise Business & Community EngagementAug 15- Apr 16
Joe DinicolantonioChief Retail OfficerView Profile, Joe DinicolantonioJon BortonChief Operating Officer NHA SubsidiariesView Profile, Jon BortonJo FullerChief Operating OfficerView Profile, Jo Fuller