Account Type**** ****Account Owner***** *******Account Opps/Deals******** ****Closed Won • Oct 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
UbsAuthorized OfficerMar 22 - PresentVanguardHigh-Net-Worth Consultant, Senior RepresentativeJul 21- Mar 22Morgan StanleyWealth Advisor AssociateJul 19- Jul 21
Sana WaheedHead Of LegalView Profile, sana waheedChristopher GrimaldiAssistant General CounselView Profile, christopher grimaldiRichard MorrisGeneral CounselView Profile, richard morris