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
BairdAdministrative AssistantFeb 19 - PresentUbsAssociate-Family Wealth Partners Nov 18- Jan 19Wells Fargo Private BankAssociate - Legal Specialty GroupSep 15- Oct 18
Dahlia MendozaEngineering AssistantView Profile, dahlia mendozaNick HaveralsCEOView Profile, nick haveralsAlyssa J MoonVolunteerView Profile, alyssa j moon