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 MorganManaging DirectorSep 21 - PresentMerrill LynchManaging Director, Head of Private Wealth ServicesSep 11- Sep 21
Kevin RichardsonVice President OperationsView Profile, Kevin RichardsonLise MatteVP IT Services Support OperationsView Profile, Lise MatteMelissa KoehlerVP Global Program Management And Product Development OperationsView Profile, Melissa Koehler