Account Type*** *******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Jan 25***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 IngramChief Financial OfficerView Profile, David IngramIlan EndveltChief Financial OfficerView Profile, Ilan EndveltJoseph KirchonChief Financial OfficerView Profile, Joseph Kirchon