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
Yad Capital AgPrivate Wealth Management SpecialistJan 19 - PresentUbsAssociate Director at UBS, Wealth Management AdvisorJan 13- Dec 18