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
Kevin LottiSenior Vice President Wealth Management ConsultantView Profile, Kevin LottiHrishikesh KarveSenior Vice President Finance Legal IT AdminView Profile, Hrishikesh KarveAnthony LuscriVice President Investor RelationsView Profile, Anthony Luscri