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
JpmorganchaseClient Service Associate IISep 22 - PresentChasePrivate Client BankerJul 13- Sep 22Merrill LynchFinancial AdvisorJul 11- Apr 13
Txema PerezIP Customer ServiceView Profile, txema perezGregor CaulCustomer ExpertView Profile, gregor caulKasey UchimaSupport TeamView Profile, kasey uchima