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
Newedge WealthManaging Director, Portfolio ManagerMay 21 - PresentUbsManaging Director, Senior Portfolio ManagerJan 08- Jan 21The Savoir Club Executive Knowledge SharingSenior Managing DirectorJan 96- Jan 08
Andrew ShandPresident And Global Chief Operating OfficerView Profile, Andrew ShandLisa JacobsSVP Of Media OperationsView Profile, Lisa JacobsDoug BeebeManaging DirectorView Profile, Doug Beebe