Account Type******* ***Account Owner*** ********Account Opps/Deals*** ******Closed Won • Jan 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
Ryan WittigFounding PartnerView Profile, Ryan WittigJames ShevlinPresident Chief Operating OfficerView Profile, James ShevlinAmir FishslevichFounder CEOView Profile, Amir Fishslevich