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
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
Mark ReedCFOView Profile, Mark ReedJoselyn CruzVP Of FinanceView Profile, Joselyn CruzMike DaviesHead Of Lending InterimView Profile, Mike Davies