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 MorganInvestment AssociateNov 21 - PresentPaces Ferry Wealth AdvisorsAssociate Wealth AdvisorSep 18- Nov 21PeachcapFixed Income Analyst / TraderJan 16- Aug 18