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
J P MorganSenior Director, Business Operations, J.P Morgan Wealth Management Jun 23 - PresentFirst Republic Private Wealth ManagementSenior Director, Business OperationsNov 15- Jun 23
Daniel Lenihan JrSenior Director FinanceView Profile, Daniel Lenihan JrElisheva PatonSenior Director Shareholder Advisory Business Development IsraelView Profile, Elisheva PatonGrace TamHead Of Consumer FinanceView Profile, Grace Tam