Account Type**** ***Account Owner******** ****Account Opps/Deals*** ******Closed Won • Mar 25****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 BankInvestment SpecialistFeb 22 - PresentCambridge AssociatesInvestment AssociateJul 19- Feb 22Weeden CoSummer AnalystJun 18- Aug 18