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
J P MorganWealth AdvisorJul 23 - PresentFirst Republic Private Wealth ManagementAssociate Wealth Manager Aug 20- Jul 23TcwAssociate Direct Lending GroupAug 15- Aug 20
Jacob PassiC P A IsrView Profile, jacob passiSally StapletonFinancial Reporting AssociateView Profile, sally stapletonWill KenneyInvestorView Profile, will kenney