Account Type***** *****Account Owner*** *******Account Opps/Deals**** *****Closed Won • Jan 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
UbsWealth Planning, Trust Specialist (Director) Jul 06 - PresentInternational Planning GroupProduct & Client Solutions ManagerMay 04- Jul 06CitiTrust Sales AdministratorDec 02- May 04
Kevin DavisDirector Global Spend Management TechnologyView Profile, Kevin DavisMichael CarusoSenior Director TaxView Profile, Michael CarusoDan JarosDirector Reinsurance ServicesView Profile, Dan Jaros