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
UbsJunior Client Advisor - FIM GWMApr 24 - PresentOcorianPrivate Client Administrator & Investment Monitoring OfficerJul 22- Mar 24Canaccord Genuity Group IncTrainee StockbrokerSep 19- Mar 22
Saundra ZientekSales Operations AnalystView Profile, Saundra ZientekPhil HawkinsBusiness Development Manager AirfreightView Profile, Phil HawkinsOwen ManningHead Of Solution Consulting And Value EngineeringView Profile, Owen Manning