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
JpmorganchaseVice President - Advisor Platforms & ExperienceFeb 24 - PresentStephensVice President - Portfolio Analytics and StrategyNov 21- Feb 24J P MorganVice President - Portfolio Analysis GroupSep 14- Nov 21
Julien MassinonVP Global Vault CRM ServicesView Profile, Julien MassinonJack HaoSr Director Private Label External ChannelsView Profile, Jack HaoMark VanwormerBusiness OwnerView Profile, Mark Vanwormer