Account Type***** *****Account Owner***** ****Account Opps/Deals***** ***Closed Won • Oct 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
UbsSenior Vice President-Wealth Management, Senior Portfolio Manager, Financial AdvisorFeb 20 - PresentThe Savoir Club Executive Knowledge SharingSenior Managing DirectorNov 01- Jan 08
Ryan CarlsonEVP Head Of Capital MarketsView Profile, ryan carlsonAmanda FernandezVP FinanceView Profile, amanda fernandezAmanda WhitsonSenior Vice President Of LendingView Profile, amanda whitson