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
CaisManaging Director, Investments | Head of Manager SelectionNov 18 - PresentUbsSenior Wealth Strategy AssociateNov 14- Oct 18VanguardBrokerage Investment Professional - Client Relationship AssociateSep 13- Nov 14
David WinskillHead Of FinanceView Profile, David WinskillVaclav PlankaGeneralni Reditel Koncernu ANACOT CAPITAL A SView Profile, Vaclav PlankaJoelei HigginsDirector SEC Financial ReportingView Profile, Joelei Higgins