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
Fidelity InvestmentsFinancial Consultant Aug 23 - PresentJpmorganchaseBranch Manager, Vice President - Chase Private ClientJan 11- May 21TiaaInvestment ConsultantJan 06- Jan 10
Alice DymallyConsumer CECL HeadView Profile, Alice DymallyBrayton TaylorInvestorView Profile, Brayton TaylorGareth UptonFP A DirectorView Profile, Gareth Upton