Account Type******* *******Account Owner******* ***Account Opps/Deals******** ******Closed Won • Oct 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
J P MorganExecutive Director, Wealth Management, Business Transformation OfficeJun 08 - PresentThe Savoir Club Executive Knowledge SharingManaging DirectorJan 00- Jan 08
Kathleen LaroccaDirector Of Research And Library ServicesView Profile, kathleen laroccaWalt BettingerCo Chairman Board Of Directors Retired Chief Executive Officer 2008 2024View Profile, walt bettingerJoseph LubinFounderView Profile, joseph lubin