Account Type****** ***Account Owner****** ****Account Opps/Deals******** *****Closed Won • Feb 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
CressetDirectorApr 23 - PresentFirst Republic Private Wealth ManagementSenior Registered Client Service AssociateAug 18- Apr 23UbsClient Services AssociateJun 14- Jul 18
Roselyn ValenciaMarketing SpecialistView Profile, Roselyn ValenciaMargot CeelenHealthcare Marketing ConsultantView Profile, Margot CeelenRupert SkeltonMarketing ManagerView Profile, Rupert Skelton