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
Partners GroupAssociate | Client SolutionsAug 22 - PresentAsmlCorporate FinanceNov 20- Jun 21UbsWealth ManagementMar 20- Sep 20
Joseph Deon RaymundoCustomer Success AssociateView Profile, Joseph Deon RaymundoIra KamermanClient Services CoordinatorView Profile, Ira KamermanDan KotowitzClient ExecutiveView Profile, Dan Kotowitz