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
YipitdataDirector of FP&AFeb 22 - PresentLivepersonSenior Manager, FP&AOct 19- Feb 22JpmorganchaseAssociateAug 16- Oct 19
Marine BoutinAssociateView Profile, Marine BoutinMichaela BobertPrivate Client Service Associate TD Wealth Private Investment CounselView Profile, Michaela BobertSteve WellsCOO CFOView Profile, Steve Wells