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
J P MorganRelationship ManagerDec 23 - PresentUbsWealth Strategy AssociateApr 23- Nov 23First RepublicSenior Associate, Client Relationship AnalystNov 20- Apr 23
Sandy RogersEmployee Benefits Department ManagerView Profile, Sandy RogersLourdes HernandezDeputy Exec Dir Personnel ServicesView Profile, Lourdes HernandezKaren LloydDirector Recruitment PartnerView Profile, Karen Lloyd