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
Janney Montgomery Scott LlcExecutive Vice President / Investments, Financial AdvisorNov 24 - PresentUbsSenior Vice PresidentOct 14- Nov 24J P MorganManaging DirectorJun 08- Oct 14
Tom KennedyVice President Fixed IncomeView Profile, tom kennedyKevin LottiSenior Vice President Wealth Management ConsultantView Profile, kevin lottiThomas RobbChief Financial OfficerView Profile, thomas robb