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 MorganVice PresidentOct 18 - PresentWells FargoAnalystMay 17- Sep 18Charles SchwabFinancial Services ProfessionalAug 16- Apr 17
Alex BergFounderView Profile, Alex BergMary WalkerRetiredView Profile, Mary WalkerDaniel PlantePresidentView Profile, Daniel Plante