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
UbsSenior Vice President- Private Wealth AdvisorNov 10 - PresentCredit SuisseSenior Vice PresidentDec 07- Nov 10The Savoir Club Executive Knowledge SharingSenior Vice PresidentOct 02- Dec 07
Lisa ChavezVP Of Mortgage LendingView Profile, Lisa ChavezKelly LudwinskiAssociate Vice PresidentView Profile, Kelly LudwinskiSiqi ChenChief Financial OfficerView Profile, Siqi Chen