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
Wealth Managing PartnersPresident / Financial AdvisorOct 07 - PresentJohn HancockFinancial AdvisorJun 03- Sep 07
Jeffrey ChiuChief Financial OfficerView Profile, Jeffrey ChiuAlex RosenbergVice President Investment BankingView Profile, Alex RosenbergMimma VespaAssociate Vice President Finance Shared ServicesView Profile, Mimma Vespa