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
Fidelity InvestmentsPlanning ConsultantApr 23 - PresentJpmorganchasePrivate Client Advisor, Vice President - InvestmentsOct 22- Mar 23Charles SchwabFinancial Consultant PartnerApr 19- Sep 22
Solenne ZSupply Chain Sustainability Specialist Social Impact TraceabilityView Profile, solenne z.Jeremy FGrowth StrategistView Profile, jeremy f.Dante ChavezAdvisor Business DevelopmentView Profile, dante chavez