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 MorganExecutive Director - Market Director Wealth, J.P. Morgan Wealth ManagementFeb 24 - PresentCharles SchwabVP - Branch ManagerAug 12- Jan 24
Alyse Andalman SagalchikPartner Capital Markets CorporateView Profile, alyse andalman sagalchikUri AlonCFOView Profile, uri alonJorge MachadoChief Financial OfficerView Profile, jorge machado