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
JpmorganchaseInvestment ProfessionalApr 25 - PresentEdward JonesAssociateMar 24- Mar 25Vira InsightExecutive Account Director Oct 22- Nov 23
Juan DavidFinancial Planning HeadView Profile, Juan DavidNaomi LinsmeierSenior AccountantView Profile, Naomi LinsmeierLindsey Pollack CenzanoStrategic AccountsView Profile, Lindsey Pollack Cenzano