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 MorganPrivate Client Advisor & Vice President of Investments at J.P. Morgan Wealth ManagementApr 19 - Present
Jonathan EldanChief Financial OfficerView Profile, Jonathan EldanFarhan AhmedGlobal Head Financial Planning AnalysisView Profile, Farhan AhmedEric JouetChief Financial OfficerView Profile, Eric Jouet