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
Yad Capital AgPrivate Wealth Management SpecialistJan 19 - PresentUbsAssociate Director at UBS, Wealth Management AdvisorJan 13- Dec 18
Ben McleodManager General Insurance PricingView Profile, Ben McleodJulie DaviesFinance Systems AccountantView Profile, Julie DaviesZak BarlowPayments Cash Management SpecialistView Profile, Zak Barlow