Account Type**** *******Account Owner******* ***Account Opps/Deals****** ********Closed Won • Mar 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Commonwealth Planning GroupFinancial PlannerApr 25 - PresentJ P MorganInvestment AssociateJul 23- Apr 25First RepublicClient Service AssociateJul 22- Jul 23