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
J P MorganExecutive DirectorNov 17 - PresentMorgan StanleySenior Vice President, Financial Advisor, Corporate Client Goup Director & Intl Wealth AdvisorFeb 08- Nov 17The Savoir Club Executive Knowledge SharingSenior Managing Director ~ Private Client Service GroupSep 91- Feb 08
Jeff LloydChief Operating OfficerView Profile, Jeff LloydGreg EnriquezChief Executive OfficerView Profile, Greg EnriquezOctavio VieiraExecutiveView Profile, Octavio Vieira