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
City National RochdaleSenior Investment Strategist, Managing Director Apr 15 - PresentUbsPrivate Wealth Advisor/ Senior Vice President-InvestmentsJan 12- Mar 15
Paul HoggardHead Of USAView Profile, paul hoggardFabian IsaacFounderView Profile, fabian isaacAmy PritchardGlobal Vice President MeasurementView Profile, amy pritchard