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
UbsInvestment Consultant, DirectorJun 24 - PresentCredit SuisseInvestment ConsultantJan 21- Jun 24NabIncome and Investment SpecialistJan 10- Jan 21
Audrey Stone CxsVP Business Analyst ManagerView Profile, Audrey Stone CxsJostin JosephSenior ManagerView Profile, Jostin JosephNicole WarnerProject SpecialistView Profile, Nicole Warner