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
UbsWealth Management - Executive DirectorJul 14 - PresentBtg PactualEquity Research InternJun 12- Aug 12
Joshua StavskyDirector Senior Financial AdvisorView Profile, Joshua StavskyBenjamin MillsFinancial DirectorView Profile, Benjamin MillsHayley KuhnDirector Financial ReportingView Profile, Hayley Kuhn