Account Type******** *****Account Owner****** ********Account Opps/Deals*** *******Closed Won • Mar 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
Louise CostelloTeam ManagerView Profile, Louise CostelloLynn ZambranoSenior Project ManagerView Profile, Lynn ZambranoPablo VegasPresident CEOView Profile, Pablo Vegas