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
J P MorganManaging Director and Wealth AdvisorJan 12 - PresentRbc Wealth ManagementSenior Vice PresidentJul 03- Mar 12Lehman BrothersAdvisorMay 91- Jan 93
Michele MaleySVP Client Success People CultureView Profile, michele maleyEric EisenbergPartnerView Profile, eric eisenbergAdam CurnowFounderView Profile, adam curnow