Account Type***** ****Account Owner**** ***Account Opps/Deals*** ********Closed Won • Nov 24**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
J P MorganExecutive Director - Product InnovationMay 13 - PresentMorgan StanleyWealth Management InternJun 12- May 13
Jenna KertzHead Of Product And GrowthView Profile, jenna kertzJustin CorcoranVP Of ProductView Profile, justin corcoranCarissa BhardwajChief Product OfficerView Profile, carissa bhardwaj