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
UbsAssociate Director, Corporate AccessJul 22 - PresentBank Of America Merrill LynchPremium Investment ConsultantNov 21- Jul 22Fidelity InvestmentsFinancial RepresentativeNov 20- Nov 21
Amber BSenior Director Head Of Enterprise PMOView Profile, Amber BTrent LaubachDirector Asset ManagementView Profile, Trent LaubachYael WeinsteinCSO And Head Of Value CreationView Profile, Yael Weinstein