Account Type*** *****Account Owner***** ********Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
J P Morgan Private BankVice President, Banker Oct 24 - PresentBernstein Private Wealth ManagementVice President | Weath AdvisorJul 23- Oct 24SweaterMember of the Sweater Cashmere Fund Investment Committee Apr 21- Jul 23
Steven LevesqueChief Financial OfficerView Profile, steven levesqueSteve KenneallySenior Vice President PaymentsView Profile, steve kenneallyPeter PadillaChief Financial OfficerView Profile, peter padilla