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
UbsWealth Planning AssociateMar 18 - PresentCompanycamBusiness DevelopmentJan 16- Mar 18NelnetFinancial Analyst III of the Innovation HubSep 13- Jan 16
Zeynep BoranBusiness AnalystView Profile, Zeynep BoranDylan TaylorFinance Specialist InternView Profile, Dylan TaylorAlbert LawInvestment Advisor Representative Branch Office SupervisorView Profile, Albert Law