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
UbsManaging Director/Equity Research Analyst, Large-Cap Banks & Consumer FinanceSep 21 - PresentWorld Economic ForumYoung Global LeaderMar 19 - PresentBank Of America Merrill LynchManaging Director, Sector Head-Americas Financials Research, Head of North American Banks ResearchOct 10- Sep 21
Peter Rooken SmithChief Financial OfficerView Profile, Peter Rooken SmithDaryl BoyceExecutive Vice President Corporate FinanceView Profile, Daryl BoyceChris SmithVice President Investment Management ResidentialView Profile, Chris Smith