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
Polley Wealth ManagementManaging Partner - Private Wealth ManagerSep 19 - PresentJpmorganchaseVice President - Private Client AdvisorAug 13- Apr 17Fidelity InvestmentsAccount ExecutiveJul 11- Jul 13
Vineet KhannaInvestment Analyst Vice PresidentView Profile, Vineet KhannaPatricia SantosLATAM Finance DirectorView Profile, Patricia SantosIsaac HeChief Financial OfficerView Profile, Isaac He