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
UbsSenior Wealth Strategy AssociateJan 23 - PresentMorgan StanleyRegistered AssociateFeb 21- Dec 22Merrill LynchRegistered Client AssociateSep 16- Feb 21
Erika RuizRegister Representative At Transamerica Financial Advisors IncView Profile, Erika RuizShivam GoelFP A AnalystView Profile, Shivam GoelAshmita KumarFinance InternView Profile, Ashmita Kumar