Account Type**** *****Account Owner*** *****Account Opps/Deals******** ****Closed Won • Mar 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