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
Polley Wealth ManagementManaging Partner - Private Wealth ManagerSep 19 - PresentJpmorganchaseVice President - Private Client AdvisorAug 13- Apr 17Fidelity InvestmentsAccount ExecutiveJul 11- Jul 13
Jason Barretto 🇺🇦Senior Vice President Of Government ProgramsView Profile, Jason Barretto 🇺🇦Jennifer GushueAssociate Vice PresidentView Profile, Jennifer GushueSteven UlichnySenior Director Finance Reporting And AnalyticsView Profile, Steven Ulichny