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
UbsDirector, Relationship ManagerFeb 18 - PresentHalbert HargroveRelationship ManagerApr 12- Feb 15Rbc Wealth ManagementSenior Financial AssociateApr 09- Oct 09
Matthew BookerSenior Mid Market Sales Development RepresentativeView Profile, Matthew BookerElyssa WasserbergSenior Account ExecutiveView Profile, Elyssa WasserbergKishore PardasaniMajors Account ExecutiveView Profile, Kishore Pardasani