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
BairdDirector - Global Investment BankingJun 16 - PresentUbsSenior Wealth Strategy AssociateAug 11- May 16
Jaime VillalovosInvestment Advisor RepresentativeView Profile, Jaime VillalovosJoshua ErbLoan SpecialistView Profile, Joshua ErbNick MassieFinance And AccountingView Profile, Nick Massie