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
UbsDirector, Relationship ManagerFeb 18 - PresentHalbert HargroveRelationship ManagerApr 12- Feb 15Rbc Wealth ManagementSenior Financial AssociateApr 09- Oct 09
Jenny Robles CrebarSales Product SpecialistView Profile, Jenny Robles CrebarCaitlin OrlandoSolutions ConsultantView Profile, Caitlin OrlandoLucas DarlingSenior Business Development Executive Digital ServicesView Profile, Lucas Darling