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 Morgan Private BankInvestor AssociateJun 20 - PresentJpmorganchaseFinancial AnalystJun 17- Jun 20
Christopher BegbieFounder Wealth AdvisorView Profile, Christopher BegbieMarcus HechtCFOView Profile, Marcus HechtKeegan ZiemerFinancial AdvisorView Profile, Keegan Ziemer