Account Type***** ********Account Owner******* ******Account Opps/Deals******* ****Closed Won • Nov 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
UbsPrivate Wealth Advisor - Managing Director - Wealth ManagementOct 20 - PresentGoldman SachsVice President - Private Wealth ManagementDec 04- Oct 20Morgan StanleyWealth AdvisorAug 01- Nov 04
Salman RashidChief Financial OfficerView Profile, salman rashidGreg OetjenSenior Vice President Accounting OperationsView Profile, greg oetjenChris GruehnSenior Vice President Commercial BankingView Profile, chris gruehn