Account Type**** ******Account Owner***** *******Account Opps/Deals******* ********Closed Won • Nov 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
The Bahnsen GroupChief Investment Officer, Managing PartnerApr 15 - PresentMorgan StanleyManaging Director, Wealth Advisor, Senior Portfolio ManagerMay 07- Apr 15UbsFirst Vice President - InvestmentsAug 01- May 07
Ted WangHead Of Global PaymentsView Profile, ted wangDavid FalknerChief Financial OfficerView Profile, david falknerPhuong QuachVP FinanceView Profile, phuong quach