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 MorganExecutive Director - Product InnovationMay 13 - PresentMorgan StanleyWealth Management InternJun 12- May 13
Billy LeungChief Product OfficerView Profile, billy leungSasha FreeseVP Of ProductView Profile, sasha freeseAndrea ReynoldsVp GrowthView Profile, andrea reynolds