Account Type******* *******Account Owner****** *******Account Opps/Deals****** *******Closed Won • Oct 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
Anand RamanujanFounderView Profile, anand ramanujanSean SyVice PresidentView Profile, sean syLorrain LeyVice PresidentView Profile, lorrain ley