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
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
Janis EmbryVice President Credit Risk AnalyticsView Profile, Janis EmbryEric McnultyChief Financial OfficerView Profile, Eric McnultyDan VillanoVP ControllerView Profile, Dan Villano