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
J P Morgan Private BankAssociate, Investment ProfessionalDec 24 - PresentKayne Anderson RudnickWealth Advisor AssociateSep 17- Jul 24Fisher InvestmentsClient Operations - Private Client GroupSep 08- Nov 08
Martha LordFinancial Analyst IIIView Profile, Martha LordTomas WheelockCapital Markets AnalystView Profile, Tomas WheelockLily ZhuTFA Investment Advisor RepresentativeView Profile, Lily Zhu