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
William BlairSenior Financial PlannerApr 11 - PresentUbsRegistered Client Service AssociateOct 06- Apr 11
Oliver WheelerSenior FP A AnalystView Profile, Oliver WheelerKarolina KorczSupervisor Payments Transaction MonitoringView Profile, Karolina KorczRandall JensenAssurance PartnerView Profile, Randall Jensen