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
J P MorganManaging Director, Head of J.P. Morgan Personal AdvisorsJan 20 - PresentVanguardHead of Flagship Advice, Personal Advisor ServicesJan 18- Jan 20GenpactSVP, Wealth ManagementJan 15- Jan 18
Vijay NatarajanDirector M A And Transaction SolutionsView Profile, Vijay NatarajanDavid TomkinsonSenior Director Portfolio PricingView Profile, David TomkinsonJane KoltsovaSr Director Finance Operations And Order To Cash TransformationView Profile, Jane Koltsova