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
UbsSenior Vice President- Private Wealth AdvisorNov 10 - PresentCredit SuisseSenior Vice PresidentDec 07- Nov 10The Savoir Club Executive Knowledge SharingSenior Vice PresidentOct 02- Dec 07
Peter Rooken SmithChief Financial OfficerView Profile, Peter Rooken SmithMichael SandlerManaging Director Financial Sponsors Leveraged FinanceView Profile, Michael SandlerPottebaum ScottSr Investment DirectorView Profile, Pottebaum Scott