Account Type**** ****Account Owner******** *******Account Opps/Deals******** ********Closed Won • Jan 25**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
James SimpsonCFOView Profile, James SimpsonRavi MalikFinance ManagerView Profile, Ravi MalikGuy LongtonFractional Revenue Operations For Startup And PE Back BusinessesView Profile, Guy Longton