Account Type*** ********Account Owner******* ******Account Opps/Deals****** *******Closed Won • Aug 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
PackbackChief Financial OfficerOct 24 - PresentOpscanvasAdvisorJul 22 - PresentSymplicityChief Financial OfficerMay 23- Oct 24
Grace NgaiExecutive Director Market Director Wealth J P Morgan Wealth ManagementView Profile, grace ngaiDavid WarnockVP Of FinanceView Profile, david warnockMatt RansomVice President New Financial Advisor DevelopmentView Profile, matt ransom