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
Julius BaerPortfolio ManagerNov 21 - PresentMattioli WoodsInvestment ManagerJul 19- Nov 21Ascot Wealth ManagementCashflow AnalystJun 14- Jul 15
Tony FirthUser Experience ArchitectView Profile, Tony FirthKristal Perez LoveraResponsable De Marca Y PosicionamientoView Profile, Kristal Perez LoveraMichael RebeckDirector Digital Banking ServicesView Profile, Michael Rebeck