Account Type***** ***Account Owner**** ****Account Opps/Deals*** *******Closed Won • Oct 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsFinancial Consultant Aug 23 - PresentJpmorganchaseBranch Manager, Vice President - Chase Private ClientJan 11- May 21TiaaInvestment ConsultantJan 06- Dec 10
Thulani GumpoAccountantView Profile, thulani gumpoGustavo StismanPortfolio ManagementView Profile, gustavo stismanJonathan NielsenFinancial ConsultantView Profile, jonathan nielsen