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
BairdDirector - Global Investment BankingJun 16 - PresentUbsSenior Wealth Strategy AssociateAug 11- May 16
James PorteousDirector Capital MarketsView Profile, james porteousLindsey LincolnPortfolio ManagerView Profile, lindsey lincolnOlivia BActuarial AssociateView Profile, olivia b.