Account Type****** ****Account Owner**** ******Account Opps/Deals**** ******Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
UbsFinancial AdvisorJun 18 - PresentJ P Morgan Asset ManagementRIA/Bank & Trust Internal Client AdvisorJun 16- May 18OppenheimerfundsRegional Advisor ConsultantApr 13- May 16
Sarah WhealSenior Accounts AssistantView Profile, sarah whealRobert HimmelAssociateView Profile, robert himmelMarc SChief Operating Officer Chief Financial OfficerView Profile, marc s.