Account Type***** ******Account Owner*** ****Account Opps/Deals**** ***Closed Won • Dec 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
J P Morgan Private BankExecutive DirectorJul 19 - PresentAlliancebernsteinVice President and Financial AdvisorApr 14- Jun 19National Philanthropic TrustVice President, Institutional Business DevelopmentFeb 09- Mar 14
Peter KlitkouCEO FounderView Profile, peter klitkouSean WhalingFounder Executive ChairmanView Profile, sean whalingRichard BowdenChief Business OfficerView Profile, richard bowden