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
Savvy WealthWealth AdvisorApr 24 - PresentSavvy LadiesPro Bono Wealth Advisor Oct 24 - PresentUbsSenior Vice PresidentDec 20- Apr 24
Jan Michael Hargo MuljoFinancial AnalystView Profile, jan michael hargo muljoValentin GuiseppinFP A AnalystView Profile, valentin guiseppinLauren KlatskyInvestment AssociateView Profile, lauren klatsky