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
AstRelationship Manager Employee Plan ServicesNov 15 - PresentUbsClient ManagerOct 07- Aug 08Mellon Investor ServicesClient ManagerJul 99- Oct 07
Arlene SchiffEducation SpecialistView Profile, Arlene SchiffMatthew IHuman Resources Information System Specialist SMEView Profile, Matthew IYael SherionInternal Coach Organization ConsultantView Profile, Yael Sherion