Account Type****** ****Account Owner******* ***Account Opps/Deals******** *****Closed Won • May 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
JpmorganchaseManaging Director, Head of Advisor, Client & Digital Wealth Management Service CentersSep 97 - Present