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 Morgan Private BankGlobal Investment Opportunities Group (GIO)Jul 23 - PresentFirst Republic Private Wealth ManagementSenior Managing Director Foreign Exchange AdvisoryMar 12- Nov 23Wells FargoSenior Vice PresidentNov 01- Feb 12
Carl SchrafftVP Comptroller IT S FinanceView Profile, Carl SchrafftMichal WeinsteinVP Of FinanceView Profile, Michal WeinsteinLindsey HeadFinancial ControllerView Profile, Lindsey Head