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
UbsFinancial Advisor, Private Wealth Management Sep 18 - PresentEllevestAssociate, Client Relationship ManagementOct 17- Sep 18UbsUBS - Present
Manuel Fraile TorresFinancial Planning And Analysis FP A ManagerView Profile, Manuel Fraile TorresW Evan McdanielControllerView Profile, W Evan McdanielCourtney BoltonAssistant ControllerView Profile, Courtney Bolton