Account Type*** ********Account Owner***** ******Account Opps/Deals**** ********Closed Won • Dec 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
Phil AlloccoDirector Creative DirectorView Profile, phil alloccoMike BergSenior Program ManagerView Profile, mike bergStephen GeeCo Founder And CEOView Profile, stephen gee