Account Type******** *******Account Owner*** ***Account Opps/Deals**** ****Closed Won • Dec 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
Tim WeatherholtPartnerView Profile, tim weatherholtColeen WaterstraatTeam Lead Manager Medical Authorizations FaxView Profile, coleen waterstraatSteve MerlinoIndustrial Hygienist Project Manager And Certified Lead Risk AssessorView Profile, steve merlino