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 MorganPrivate Client Advisor & Vice President of Investments at J.P. Morgan Wealth ManagementApr 19 - Present
Ben ShepherdChief Investment OfficerView Profile, Ben ShepherdMike BrownVice President FinanceView Profile, Mike BrownPatrick LoCo Chief Investment OfficerView Profile, Patrick Lo