Account Type****** *****Account Owner****** ********Account Opps/Deals**** *****Closed Won • Jan 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
J P MorganExecutive Director | Private BankerJan 13 - PresentWolfie KidsAdvisor Jul 23 - PresentCat Cave CoAdvisor Jul 23 - Present
Brendan MccurdyManaging Director Co Head Financial Advisor Solutions TeamView Profile, Brendan MccurdyJason GeddisVice President FinanceView Profile, Jason GeddisEllen WardAudit And Assurance ExecutiveView Profile, Ellen Ward