Account Type***** ****Account Owner*** *******Account Opps/Deals****** *******Closed Won • Mar 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Next Level PrivateFounder & Managing DirectorSep 21 - PresentUbsManaging Director - Wealth ManagementNov 11- Sep 21Merrill LynchSenior Vice President - InvestmentsSep 03- Nov 11
Bernard W KaplanianFounder CEOView Profile, Bernard W KaplanianKarolina Ling VannerusFounder CEOView Profile, Karolina Ling VannerusJan ZbirovskyFounder CEOView Profile, Jan Zbirovsky