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
UbsClient Advisor - Executives PFA - Executive Director Sep 24 - PresentCredit SuisseRelationship Manager HNWI & MDR Staff Clients / Deputy Market Head - DirectorAug 03- Aug 24
Shani MorCustomer Success ManagerView Profile, Shani MorIan ElsenbachManager Of Member OutreachView Profile, Ian ElsenbachCrystal QuinteroKey Account ManagerView Profile, Crystal Quintero