Account Type******** *****Account Owner******** ***Account Opps/Deals*** ****Closed Won • Jun 24**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
Alison EdwardsSenior Director Global Footprint And Channel Strategy Customer Engagement CenterView Profile, alison edwardsEric JamesChief Information Officer And Vice President Of Data ServicesView Profile, eric jamesSean CoffeyMarketing ManagerView Profile, sean coffey