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
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
Michael ChamberlainFinancial AdvisorView Profile, Michael ChamberlainMatthias KesperDirector Of FinanceView Profile, Matthias KesperAdina GartnerDirector Of FinanceView Profile, Adina Gartner