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
SofiEVP, Group Business Unit Leader for Spend, Invest, Protect and SaveMar 23 - PresentJpmorganchaseManaging Director, Head of Product, Digital and Client Solutions at JPMorgan Wealth ManagementJan 20- Feb 23J P MorganManaging Director, Global Head of Digital Wealth Management at JPMC Asset & Wealth ManagementNov 15- Jan 20
Avi YanusCFO DirectorView Profile, Avi YanusKirsten SchwarzChief Financial OfficerView Profile, Kirsten SchwarzPaulo PintoVP Of Strategy And FinanceView Profile, Paulo Pinto