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
JpmorganchaseManaging Director, Head of Advisor, Client & Digital Wealth Management Service CentersSep 97 - Present
Mario TarabbiaCEO FounderView Profile, Mario TarabbiaGreg SchwartzFounderView Profile, Greg SchwartzChris MarshCo Founder DirectorView Profile, Chris Marsh