Account Type****** ********Account Owner******* *******Account Opps/Deals*** *****Closed Won • Aug 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
J P MorganFinancial AdvisorAug 21 - PresentMerrill EdgeFinancial Solutions AdvisorMay 20- Aug 21Morgan StanleyFinancial AdvisorApr 18- Sep 19
Nancy MayAccountantView Profile, nancy maySukriti GuptaFinancial AnalystView Profile, sukriti guptaCaitlyn LloydCo OwnerView Profile, caitlyn lloyd