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
UbsPrivate Wealth AdvisorMar 09 - PresentCredit SuisseDirector - Private Banking USAAug 97- Mar 09Donaldson Lufkin JenretteVice President - Investment Services GroupAug 97- Nov 00
Jordan ShokrianMortgage AssociateView Profile, jordan shokrianKerry FengAssistant ControllerView Profile, kerry fengCecilia TillbergHead Of Finance AnalyticsView Profile, cecilia tillberg