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
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Brenda MendozaDistrict ManagerView Profile, Brenda MendozaAmit SadeChief Executive OfficerView Profile, Amit SadeVenu BandaruManagerView Profile, Venu Bandaru