Account Type***** ****Account Owner*** ********Account Opps/Deals*** ***Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Brighton Wealth Management IncOffice ManagerJan 09 - PresentUbsClient Service AssociateOct 98- Jan 09
Robert KlutseProject ManagerView Profile, Robert KlutseDebbie SilversteinConsultant Project ManagerView Profile, Debbie SilversteinKevin FryProject ManagerView Profile, Kevin Fry