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
Guggenheim InvestmentsRegional Vice PresidentJun 14 - PresentJ P MorganPrivate Banking Client Service AssociateJan 13- Jun 14JpmorganchaseSmall Business Specialist/ Personal BankerJan 10- Dec 12
Tomas FertigBusiness Development ExecutiveView Profile, Tomas FertigDavid HavensVice President Business DevelopmentView Profile, David HavensKevin WVice President Of PartnershipsView Profile, Kevin W