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 MorganPrivate Client Advisor & Vice President of InvestmentsDec 23 - PresentFidelity InvestmentsWorkplace Planning ConsultantJan 22- Nov 23New York Life Insurance CompanyAgentJun 20- Jan 22
Brian KoepselChief Financial OfficerView Profile, Brian KoepselJessica BennettVice President And Corporate ControllerView Profile, Jessica BennettAlyssa RomanoChief Financial Officer And Chief Compliance OfficerView Profile, Alyssa Romano