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 MorganWealth AdvisorJul 23 - PresentFirst Republic Private Wealth ManagementAssociate Wealth Manager Aug 20- Jul 23TcwAssociate Direct Lending GroupAug 15- Aug 20
Derek ChoControllerView Profile, Derek ChoJason LopyanVenture Investments AcquisitionsView Profile, Jason LopyanManon BernasSenior Financial Planning AnalystView Profile, Manon Bernas