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
J P MorganExecutive Director - Private Client AdvisorOct 24 - PresentJ P Morgan Wealth ManagementSenior Vice President and Private Client AdvisorDec 13- Oct 24
Ketan LakdawalaSenior Vice President Of Client OperationsView Profile, Ketan LakdawalaIfoma SmartVP Global Customer SuccessView Profile, Ifoma SmartWindy GarrettVP Global Client Partner CarnivalView Profile, Windy Garrett