Account Type****** ***Account Owner*** ********Account Opps/Deals***** ******Closed Won • Feb 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
Max NobleHead Of GrowthView Profile, Max NobleKevin LinehanDirector Of Alliance PartnershipsView Profile, Kevin LinehanDominic MorinDirector Of Business DevelopmentView Profile, Dominic Morin