Account Type****** *****Account Owner**** ****Account Opps/Deals***** *******Closed Won • Nov 24**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
David BuckChief Financial OfficerView Profile, david buckScott San FilippoVice President Private Real Estate DebtView Profile, scott san filippoChad MalinowskiVice President Investment BankingView Profile, chad malinowski