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 MorganVice President and Wealth Advisor Jan 21 - PresentCredit SuisseRelationship AssociateDec 13- Jan 16Merrill LynchFinancial AdvisorFeb 10- May 13
Eric HurckesManaging Director Of Finance ControllerView Profile, Eric HurckesEvan KriegshaberVP ControllerView Profile, Evan KriegshaberShai BergmanVP FinanceView Profile, Shai Bergman