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 - Market Director Wealth, J.P. Morgan Wealth ManagementFeb 24 - PresentCharles SchwabVP - Branch ManagerAug 12- Jan 24
Lee Ann ShellChief Financial OfficerView Profile, Lee Ann ShellRoy FieldsChief Financial OfficerView Profile, Roy FieldsVictoria LealSenior Vice President Private Equity EuropeView Profile, Victoria Leal