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
UbsUBS Premier Markets Access - Financial AdvisorAug 13 - PresentMorgan StanleyVice PresidentJan 09- Jul 13
Tom BarFinancial Planning And Analysis ManagerView Profile, Tom BarShefi ShalomDirector Of FP AView Profile, Shefi ShalomConnor WhiteInvestment Banking AnalystView Profile, Connor White