Account Type**** ****Account Owner******** *******Account Opps/Deals******* ********Closed Won • Feb 25****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Blue Ocean Wealth SolutionsInvestment Advisor Representative, Financial Service RepresentativeAug 16 - PresentHsbcBranch Relationship BankerSep 07- Sep 09JpmorganchasePersonal Banker, OfficerDec 02- Sep 07
Ali KhanCredit Analyst Portfolio ManagerView Profile, Ali KhanAdam AlpertFounding MemberView Profile, Adam AlpertChiang Wei KeatAudit AssociateView Profile, Chiang Wei Keat