Account Type******* ******Account Owner****** *****Account Opps/Deals*** ****Closed Won • Dec 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
UbsVice President Wealth ManagementOct 15 - PresentMorgan StanleyVice President Wealth ManagementOct 07- Oct 15Wachovia SecuritiesVice PresidentJul 98- Oct 07
Pem GuerryEVPView Profile, pem guerryCurtis StutzmanRetiredView Profile, curtis stutzmanKevin CrosbyOpen Source Funding Sr DirectorView Profile, kevin crosby