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 MorganManaging Director and Wealth PartnerJun 23 - PresentFirst RepublicSenior Managing DirectorJan 18- Jul 23Goldman SachsVice PresidentJul 07- Jan 18
Fred SchwarkVice President Customer Portfolio ManagementView Profile, Fred SchwarkClint NesbittGlobal Director Of Regulatory And External AffairsView Profile, Clint NesbittJay AnnarelliPresident Founding PartnerView Profile, Jay Annarelli