Account Type*** ********Account Owner*** ****Account Opps/Deals******* *****Closed Won • Dec 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Merrill LynchFinancial Solutions AdvisorJun 24 - PresentKbwManaging DirectorAug 08- Oct 22JpmorganchaseManaging DirectorJan 93- May 08
Donald ReevesManager Financial Planning AnalysisView Profile, donald reevesMartin KirbyTax ConsultantView Profile, martin kirbyCatherine PauvrhommeGestion EvenementsView Profile, catherine pauvrhomme