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
UbsClient Advisor - Executives PFA - Executive Director Sep 24 - PresentCredit SuisseRelationship Manager HNWI & MDR Staff Clients / Deputy Market Head - DirectorAug 03- Aug 24
Celeste WallsDirector Customer RelationshipView Profile, Celeste WallsHalley KronickEnterprise Technical Customer Success ManagerView Profile, Halley KronickAndrew GumbinerTechnical Support ScientistView Profile, Andrew Gumbiner