Account Type**** *****Account Owner***** *******Account Opps/Deals*** *****Closed Won • Mar 25***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
Torri SchafferPresidentView Profile, Torri SchafferBryan KeenanRetiredView Profile, Bryan KeenanHeidi LimVice President EcommerceView Profile, Heidi Lim