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
Barclays Wealth ManagementAssistant Vice PresidentSep 10 - PresentUbsSenior AssociateSep 06- Aug 07Merrill LynchAssistant Vice PresidentOct 01- Dec 05
Simona BertolloOffice Manager Staff ExecutiveView Profile, simona bertolloKelly OrvisProgram ManagerView Profile, kelly orvisBrett MagidManaging Director Interim SolutionsView Profile, brett magid