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 MorganWealth Advisor, Executive DirectorJun 08 - PresentThe Savoir Club Executive Knowledge SharingManaging DirectorJan 95- May 08Oppenheimer Co IncVice PresidentJan 93- Jun 95
Michael ChenVP Of Strategic Alliances Corporate DevelopmentView Profile, Michael ChenRene SieglFounder Board AdvisorView Profile, Rene SieglMassimo TaurisanoPrincipal FounderView Profile, Massimo Taurisano