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
UbsSenior Wealth Strategy Associate UBS International DivisionSep 24 - PresentBank Of America Merrill LynchRegistered Wealth Management Client AssociateOct 23- Sep 24Jv Global Capital IncWealth Management AdvisorMay 23- Oct 23
Joshua StittSenior Billing AnalystView Profile, joshua stittErika GrossenbacherFachspezialistin KreditorenworkflowView Profile, erika grossenbacherPatrick G CouillardPortfolio Associate Primary InvestmentsView Profile, patrick g. couillard