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
Morgan StanleyVice PresidentJun 22 - PresentJpmorganchasePrivate Client Investment AssociateJan 17- Jan 21Axa Advisors LlcRegistered RepresentativeJan 15- Jan 17
Peter JakelVice President Of StrategyView Profile, Peter JakelMatt PlummerSenior Vice President Product Strategy Enterprise SolutionsView Profile, Matt PlummerDipti JainVice President Strategy Client PartnershipView Profile, Dipti Jain