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
UbsSenior Vice President - Wealth Management, Private Wealth AdvisorMar 09 - PresentCredit SuisseDirector - Private Banking USANov 00- Mar 09Donaldson Lufkin JenretteSenior Vice President - Investment Services GroupAug 95- Nov 00
Charlie OrdonezCo Founder Chief Financial OfficerView Profile, Charlie OrdonezMark CurranCustomer Banking DirectorView Profile, Mark CurranShaun AndrusChief Financial OfficerView Profile, Shaun Andrus