Account Type****** *****Account Owner***** *****Account Opps/Deals**** *****Closed Won • Dec 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
William BlairSenior Financial PlannerApr 11 - PresentUbsRegistered Client Service AssociateOct 06- Apr 11
Jubin PandeyPortfolio Operations US Office Of The CFO LeadView Profile, jubin pandeyTracy Yu Jia LiInvestment Banking Senior AssociateView Profile, tracy yu jia liDana OlewskiSenior FP A AnalystView Profile, dana olewski