Account Type******** ***Account Owner*** ****Account Opps/Deals***** ******Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
MonetaAssociate AdvisorJan 24 - PresentCaptrustSenior Specialist-Financial PlanningFeb 23- Jan 24JpmorganchaseVice President-Private Client AdvisorJul 21- Feb 23
Gregory LoebeProject ManagerView Profile, Gregory LoebeFrank FoleyGeneral ManagerView Profile, Frank FoleyKameela RazackEngagement Delivery Manager Regulated Industries HLSView Profile, Kameela Razack