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
EivyFinanceMay 23 - PresentSnsFinanceJan 19- May 23Euroclear FundsplaceFund AdministratorSep 17- Jan 19
Yibing Grace ShaoAssociate Director Enterprise FP AView Profile, Yibing Grace ShaoKevin MehltretterFinancial AdvisorView Profile, Kevin MehltretterJanet LingPersonal BankerView Profile, Janet Ling