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
J P MorganClient Specialist, Executive Director - Private Wealth Management Apr 24 - PresentNeuberger BermanGlobal Research & Thematic Strategies Product Specialist, Private Wealth AdvisorDec 11- Apr 24Sbir VenturesManaging DirectorNov 06- Dec 11
Akila MoorthyFinance Director PaymentsView Profile, Akila MoorthyJason Haicheng GuoDirector Sr Quantitative Finance Analyst Global Risk AnalyticsView Profile, Jason Haicheng GuoBrendan ReardonSenior Director FinanceView Profile, Brendan Reardon