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