Account Type**** ******Account Owner****** *****Account Opps/Deals*** ********Closed Won • Dec 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
Brett TreadwellSenior Vice President Chief Accounting OfficerView Profile, brett treadwellBlake HowardChief Financial OfficerView Profile, blake howardDoron ShohetVP FP AView Profile, doron shohet