Account Type**** ********Account Owner**** ******Account Opps/Deals******** ******Closed Won • Aug 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
Nat FriedmanInvestorView Profile, nat friedmanBrett LoweStaff Tax AccountantView Profile, brett loweChristopher DavisAffordability Finance Specialist For Global External Manufacturing And SourcingView Profile, christopher davis