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
BairdAdministrative AssistantFeb 19 - PresentUbsAssociate-Family Wealth Partners Nov 18- Jan 19Wells Fargo Private BankAssociate - Legal Specialty GroupSep 15- Oct 18
Katy InglebyPublic Affairs ManagerView Profile, Katy InglebyBarron PrestonExhibition ManagerView Profile, Barron PrestonPeter MontoniPartnerView Profile, Peter Montoni