Account Type**** ********Account Owner******** ********Account Opps/Deals**** ********Closed Won • Oct 24**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
Brian ColeSenior Vice President Business DevelopmentView Profile, brian coleKaren PrinsChief Operating OfficerView Profile, karen prinsNeal JonesChief Operating OfficerView Profile, neal jones