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
Stephen DicksonGroup CFOView Profile, Stephen DicksonJessica JeangInvestor Self Directed Self FundedView Profile, Jessica JeangNoa ShohamSenior Private Assets AnalystView Profile, Noa Shoham