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 MorganWealth Advisor, Executive DirectorJun 08 - PresentThe Savoir Club Executive Knowledge SharingManaging DirectorJan 95- May 08Oppenheimer Co IncVice PresidentJan 93- Jun 95
Emily Allen KirbyVice President Home Based ServicesView Profile, emily allen kirbyCourtney MccoySmall Business OwnerView Profile, courtney mccoyRyan MitchesonSenior Vice President Global Risk Business ControlsView Profile, ryan mitcheson