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
UbsVice President - Wealth ManagementJul 19 - PresentMerrill LynchSenior Financial AdvisorNov 11- Jul 19
David ClementSr Program Director Strategic PartnershipsView Profile, David ClementPaul HirnerFounderView Profile, Paul HirnerErwin PostmaFounderView Profile, Erwin Postma