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
Rbc Wealth ManagementSenior VPMay 20 - PresentMorgan StanleyExecutive Director Financial AdvisorFeb 13- May 20J P MorganSenior Managing DirectorJun 09- Feb 13
Jon PettitFounder DirectorView Profile, jon pettitSasha HeffernanExecutive DirectorView Profile, sasha heffernanAdam MikrutChief Executive OfficerView Profile, adam mikrut