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
Iq Credit UnionFinancial Advisor, CUSO Financial Services L.P. at iQ Credit UnionMar 17 - PresentJ P MorganChase Private Client Advisor, VPJan 13- Jan 17Commonwealth Financial NetworkFinancial AdvisorJan 04- Jan 13
Gautam GargManaging Director Investment BankingView Profile, gautam gargShir Ben YosefAccounts Receivable AnalystView Profile, shir ben yosefGintare SchachtDirector Bank Compliance Capital Markets SurveillanceView Profile, gintare schacht