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
Nomad DataDirector Of PartnershipsJun 22 - PresentBny WealthClient StrategistJan 19- Jun 22UbsWealth Planning Aug 18- Jan 19
Sandeep NagulakondaAssociate ManagerView Profile, sandeep nagulakondaKyle BaccioccoProject ManagerView Profile, kyle baccioccoMark WilliamsProject ManagerView Profile, mark williams