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
UbsFinancial AdvisorJun 22 - PresentCarson GroupWealth Management InternJul 21- Oct 21Capstone Asset Management SocietyAnalystNov 20- Sep 21
Sophia PopovaInvestorView Profile, Sophia PopovaGaelan BossControllerView Profile, Gaelan BossJosh TanzerComplex Director Of Revenue ManagementView Profile, Josh Tanzer