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
J P Morgan Private BankNational Fund BankerSep 22 - PresentFidelity InvestmentsWealth Management AssociateMay 21- Sep 22JpmorganchasePrivate Client BankerMay 19- Apr 21
Pam BonehamBoard Member And Investment Committee MemberView Profile, Pam BonehamPablo LuceroHead Of FinanceView Profile, Pablo LuceroHenrik PaganettyEquity Research AnalystView Profile, Henrik Paganetty