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
Nate HendersonDirector Of IT And Info SecView Profile, nate hendersonSarah HarrisonHead Of ClientsView Profile, sarah harrisonMassimo CarassinuManaging Director Financial Services Industry FSIView Profile, massimo carassinu