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
J P MorganExecutive Director | Private BankerJan 13 - PresentWolfie KidsAdvisor Jul 23 - PresentCat Cave CoAdvisor Jul 23 - Present
Markus KochemsBereichsleiter Finanzen DirektorView Profile, Markus KochemsJohn C RuggieroAssociate Vice President Senior Portfolio Manager Financial AdvisorView Profile, John C RuggieroSarah MasonExecutive Mortgage BankerView Profile, Sarah Mason