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
Savvy WealthWealth AdvisorApr 24 - PresentSavvy LadiesPro Bono Wealth Advisor Oct 24 - PresentUbsSenior Vice PresidentDec 20- Apr 24
Charles EckertDirector Risk AssuranceView Profile, Charles EckertMagalie BredaFinance Consolidation ManagerView Profile, Magalie BredaNickolas BarronInvestment Banking AnalystView Profile, Nickolas Barron