Account Type*** *****Account Owner*** *******Account Opps/Deals******** ******Closed Won • Aug 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Charles SchwabVP- Branch ManagerMay 19 - PresentUbsExecutive Director, Assistant Market HeadJun 14- May 19Merrill LynchSales Division ManagerApr 01- Jun 14
Kira BombergMarketing Director ANZView Profile, kira bombergKen PuritzClient Relationship ManagerView Profile, ken puritzEnoch PakanatiCEOView Profile, enoch pakanati