Account Type**** *****Account Owner***** *****Account Opps/Deals******** ***Closed Won • Oct 24**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
UbsCOO / Relationship Manager: Montclair Investment Partners, Private Wealth ManagementJul 15 - PresentBarclaysAssistant Vice President – Client Services & Business OperationsMar 09- Jul 15Lehman BrothersOperations AnalystSep 07- Mar 09
Matt BornsteinPartnerView Profile, matt bornsteinShauna MikaFull Time ParentingView Profile, shauna mikaEmma JonesDirectorView Profile, emma jones