Account Type***** *******Account Owner**** *******Account Opps/Deals******* ******Closed Won • Oct 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Citizens Private WealthSenior Managing Director | Wealth ManagerApr 24 - PresentJ P MorganSenior Managing DirectorJul 23- Apr 24First Republic Private Wealth ManagementSenior Managing DirectorJan 15- Jun 23
David GreenbergVice President InvestmentsView Profile, david greenbergJeffrey FondaChief Financial OfficerView Profile, jeffrey fondaAloysius FuaFinancial Services PartnerView Profile, aloysius fua