Account Type****** ******Account Owner***** ******Account Opps/Deals*** ***Closed Won • Feb 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
J P MorganExecutive Director - Market Director WealthJul 22 - PresentMorgan StanleyNational Training Officer (Sales Management)Jun 10- Jul 22
Joel GaucherFounderView Profile, Joel GaucherRyan YannalfoDirector Client Implementation And Payroll OperationsView Profile, Ryan YannalfoDan BerachowitzFounderView Profile, Dan Berachowitz