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