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
UbsWealth Planning, Trust Specialist (Director) Jul 06 - PresentInternational Planning GroupProduct & Client Solutions ManagerMay 04- Jul 06CitiTrust Sales AdministratorDec 02- May 04
Paul SongHead Of Global TaxView Profile, Paul SongJames ClaryDirector Finance TransformationView Profile, James ClaryDaniel FeeneyHead Of Strategic Finance ComputeView Profile, Daniel Feeney