Account Type***** *******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Nov 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Gurmit DhaliwalCEOView Profile, gurmit dhaliwalGil RavehOwner CEOView Profile, gil ravehThomas DCEOView Profile, thomas d.