Account Type******* ****Account Owner***** ***Account Opps/Deals****** *******Closed Won • Oct 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
Erin KlitzkeControllerView Profile, erin klitzkeEfrat RomanoCfoView Profile, efrat romanoMegan GardnerDirector Tiaa General Account Portfolio ManagementView Profile, megan gardner