Account Type****** ******Account Owner******* ******Account Opps/Deals****** *****Closed Won • Feb 25**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
UbsPrivate Wealth AdvisorMar 09 - PresentCredit SuisseDirector - Private Banking USAAug 97- Mar 09Donaldson Lufkin JenretteVice President - Investment Services GroupAug 97- Nov 00
Mary TolbertDirector FinanceView Profile, Mary TolbertThomas DuboisSenior Manager Corporate Financial Planning And AnalysisView Profile, Thomas DuboisBen BornsteinVP Of FinanceView Profile, Ben Bornstein