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
UbsJunior Client Advisor - FIM GWMApr 24 - PresentOcorianPrivate Client Administrator & Investment Monitoring OfficerJul 22- Mar 24Canaccord Genuity Group IncTrainee StockbrokerSep 19- Mar 22
Emily GuerryVirtual Personal Shopping Consultant InternView Profile, Emily GuerryLea BohnenblustBusiness DeveloperView Profile, Lea BohnenblustTom GarrowSenior Account ExecutiveView Profile, Tom Garrow