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
UbsSenior Wealth Strategy AssociateAug 23 - PresentRepublic CapitalAssociateDec 21- Jul 23Wilmington TrustSenior Business Analytics & Reporting Analyst - Wealth Pricing and ProfitabilityJul 19- Dec 21
John DentFounding MemberView Profile, john dentTiffany MorganInvestment Advisor Representative At Transamerica Financial Advisors IncView Profile, tiffany morganHenrik OlssonInvestment Banking M A AssociateView Profile, henrik olsson