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
J P MorganManaging Director, Wealth PartnerNov 17 - PresentMorgan StanleySenior Vice President, Financial AdvisorFeb 08- Nov 17
Imran KhanFounderView Profile, imran khanJennifer CarrollVice President ContentView Profile, jennifer carrollRyan ShortSVP Head Of Private BankingView Profile, ryan short