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
UbsSenior Vice President Wealth ManagementNov 10 - PresentCredit SuisseVice President Private BankingDec 07- Nov 10Bear Stearns CompanyAssociate DirectorNov 96- Dec 07
Greg HainesVP GTM And Channel Strategy OperationsView Profile, greg hainesDanny BerryVice PresidentView Profile, danny berryTricia EdrisChief Innovation Partnerships OfficerView Profile, tricia edris