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
Fidelity InvestmentsInvestment ConsultantApr 23 - PresentJpmorganchasePrivate Client Advisor, Vice President - InvestmentsOct 22- Mar 23Charles SchwabFinancial Consultant PartnerApr 19- Sep 22
Kathryn WiltonFinancial ControllerView Profile, Kathryn WiltonTanner PrattDirector Of FinanceView Profile, Tanner PrattEstefania Robin GonzalezAvocat Collaborateur Lignes Financieres Et Risques CyberView Profile, Estefania Robin Gonzalez