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
First RepublicPreferred Banking Client Service Banker Feb 20- May 23JpmorganchaseBank TellerMay 16- Feb 20Ymca Of Greater New YorkLifeguard/Swim instructor Oct 14- Apr 17
Megan CarpenterInvestment CounselorView Profile, Megan CarpenterPeggy WangHead Of FinanceView Profile, Peggy WangBuck ReynoldsSenior Investment DirectorView Profile, Buck Reynolds