Account Type****** ********Account Owner*** ******Account Opps/Deals***** ******Closed Won • Nov 24**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
Nicholas PetersonInvestment Performance AnalystView Profile, nicholas petersonWalter AbeleFinancial AdvisorView Profile, walter abeleAlice TyeGroup Financial AccountantView Profile, alice tye