Account Type***** ********Account Owner*** ******Account Opps/Deals******** *******Closed Won • Jan 25**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
UbsAssociate Director - Senior Wealth Strategy AssociateJul 18 - PresentValley Commercial BankingInternational Private Banking AssociateJan 18- Apr 18JpmorganchaseFinancial Advisor AssociateDec 09- Dec 17
Benjamin MintzbergAssociateView Profile, Benjamin MintzbergDavid WalshFinance ManagerView Profile, David WalshAbdul BaluchControllerView Profile, Abdul Baluch