Account Type******* ****Account Owner***** *******Account Opps/Deals*** ***Closed Won • Nov 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
J P Morgan Private BankExecutive Director, Banker at J.P. Morgan Private Bank Sep 23 - PresentBank Of America Private BankPrivate Client AdvisorAug 02- Sep 23
Willem BritzChief Financial OfficerView Profile, willem britzRyan M ZebroVice President Of InvestmentsView Profile, ryan m zebroElizabeth GreenChief Financial OfficerView Profile, elizabeth green