Account Type******* *****Account Owner**** ****Account Opps/Deals*** ********Closed Won • Mar 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
UbsSenior Relationship ManagerJul 16- Jul 22Rothschild CoFinancial AdvisorJan 11- Jan 16UbsRepresentativeJan 07- Jan 10