Account Type******* ***Account Owner***** ***Account Opps/Deals****** ******Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
UbsFinancial AdvisorApr 23 - PresentBayview Asset Management LlcLoan Officer AssistantJul 20- Mar 22On 24Event SpecialistMay 20- Jul 20
Zach GlanklerUnderwriterView Profile, Zach GlanklerJustin SumnerSenior Portfolio ManagerView Profile, Justin SumnerNatalie KindtDeal Desk ManagerView Profile, Natalie Kindt