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
Morgan StanleyFinancial Advisor- The Legacy Group of JerichoApr 21 - PresentJpmorganchasePrivate Client BankerOct 17- Apr 21Axa UsRegistered RepresentativeApr 15- Oct 17
Jaspal Singh ChRisk Advisory Financial Risk Treasury M AView Profile, jaspal singh chAndrea PerezAccounts Receivable AccountantView Profile, andrea perezElizabeth EcobSystems AccountantView Profile, elizabeth ecob