Account Type*** ******Account Owner**** ******Account Opps/Deals**** ********Closed Won • Nov 24**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
Saffet BayramSenior Director Of Pricing And MonetizationView Profile, saffet bayramEyal MayoDeputy General Manager Global CFOView Profile, eyal mayoJoel MezistranoChief Financial OfficerView Profile, joel mezistrano