Account Type***** ******Account Owner*** *****Account Opps/Deals******* ****Closed Won • Feb 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 - Market Director Wealth, J.P. Morgan Wealth ManagementFeb 24 - PresentCharles SchwabVP - Branch ManagerAug 12- Jan 24
Cristina MorganVice Chairman Investment BankingView Profile, Cristina MorganCecilia HofvanderVP Investor RelationsView Profile, Cecilia HofvanderHaley DonatoSenior Vice President Asset Management FinanceView Profile, Haley Donato