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
JpmorganchaseVice President Private Banker - J.P. Morgan Private BankAug 20 - PresentFrostAVP Regional Sales Manager- Frost BrokerageJan 18- Jul 20Bank Of America Merrill LynchVIce President Financial AdvisorOct 14- Jan 18
Michael KuntzChief Financial OfficerView Profile, michael kuntzSangini GoenkaPartner In Charge Of The Tax DepartmentView Profile, sangini goenkaElliot AmundsonChief Financial OfficerView Profile, elliot amundson