Account Type***** *******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Feb 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
Cassandra HarrisInterim Chief Operations OfficerView Profile, Cassandra HarrisKelly RyanChief Operating OfficerView Profile, Kelly RyanBernd SchoppChief Operating Officer COOView Profile, Bernd Schopp