Account Type****** ***Account Owner******** ****Account Opps/Deals***** ****Closed Won • Nov 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
J P MorganWealth Advisor AssociateJul 23 - PresentFirst Republic Private Wealth ManagementWealth Advisor AssociateAug 22- Jun 23Impact ComBusiness Development Representative AssociateJan 22- Aug 22
Sophia CarboneDirector Account ManagementView Profile, sophia carboneUndefined UndefinedLFBAView Profile, undefined undefinedNicholas HolderEnterprise Account ExecutiveView Profile, nicholas holder