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
Polley Wealth ManagementManaging Partner - Private Wealth ManagerSep 19 - PresentJpmorganchaseVice President - Private Client AdvisorAug 13- Apr 17Fidelity InvestmentsAccount ExecutiveJul 11- Jul 13
Shai ShaharCFOView Profile, shai shaharDudley BakerManaging Director Healthcare Technology Investment BankingView Profile, dudley bakerAdriana PeachOrder And Billing ExecutiveView Profile, adriana peach