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
True North AdvisorsSenior Wealth ManagerFeb 13 - PresentJ P MorganAssociate BankerSep 07- Jan 13MassmutualFinancial AdvisorApr 03- Jun 05
Alan CozziV PView Profile, Alan CozziJasmine WoldemariamGlobal Budgets Sponsorships MgmtView Profile, Jasmine WoldemariamMichael Owen Fmaat CertGroup Financial AnalystView Profile, Michael Owen Fmaat Cert