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
JpmorganchaseVice President - Advisor Platforms & ExperienceFeb 24 - PresentStephensVice President - Portfolio Analytics and StrategyNov 21- Feb 24J P MorganVice President - Portfolio Analysis GroupSep 14- Nov 21
Ilan LahavVice PresidentView Profile, Ilan LahavTim CollinsChief Technology OfficerView Profile, Tim CollinsMarc Spencer AppelFrankel Innovation Initiative Board MemberView Profile, Marc Spencer Appel