Account Type****** ******Account Owner**** *****Account Opps/Deals***** *****Closed Won • Jan 25****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Swiss Life SelectFinancial Advisor & Wealth PlannerMay 17 - PresentUbsPrecious metals and banknotes sales traderJun 07- Mar 10Lombard Odier GroupFinancial Event ManagerSep 05- Aug 06
Shankar IyerFinance LeaderView Profile, Shankar IyerKevin BurkeInvestorView Profile, Kevin BurkePam StockhamFinancial ControllerView Profile, Pam Stockham