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
UbsManaging Director & Private Wealth AdvisorApr 23 - PresentFirst Republic Private Wealth ManagementSenior Managing Director - First Republic Investment ManagementMay 20- Apr 23Goldman SachsManaging Director - Private Wealth ManagementMay 02- May 20
Diane LibermanAVP Underwriting Services And Assigned RiskView Profile, Diane LibermanDasha BurnsExecutive Director Investment Specialist At J P Morgan Private BankView Profile, Dasha BurnsJamie FeinmesserChief Financial OfficerView Profile, Jamie Feinmesser