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 Institutional Retirement Plan Solutions at J.P. MorganAug 18 - PresentLpl FinancialLPL Financial AdvisorMar 16- Aug 18VanguardHigh-Net-Worth Investment Consultant, Flagship ServicesOct 11- Mar 16
Vishal ShahSolutions LeadView Profile, Vishal ShahDamian Martinez GelabertInformation Technology Management ConsultantView Profile, Damian Martinez GelabertChristian BartschGlobal Head Director Of Contract Logistics Strategy ProjectsView Profile, Christian Bartsch