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
Newedge WealthManaging Director, Portfolio ManagerMay 21 - PresentUbsManaging Director, Senior Portfolio ManagerJan 08- Jan 21The Savoir Club Executive Knowledge SharingSenior Managing DirectorJan 96- Jan 08
Kelly WillisProgram ManagementView Profile, kelly willisAlina CrisiHead Of PNC Merchant ServicesView Profile, alina crisiAvi KenetCCOView Profile, avi kenet