Account Type******* ******Account Owner**** *******Account Opps/Deals******** ********Closed Won • Oct 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
UbsHedge Fund Business ConsultantMar 06 - PresentMorgan StanleyCollateral ManagementJan 03- Jan 06HsbcResearch Assistant - Economic & Investment StrategyJan 00- Jan 01
Alex WongTech M A Advisor Financial TechnologyView Profile, alex wongJoshua CohenPartner Wealth Management AdvisorView Profile, joshua cohenPhil WynnMaster Financial CoachView Profile, phil wynn