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
Chris BrunelliChief Executive OfficerView Profile, Chris BrunelliGarima KapoorCo Founder And Co CEOView Profile, Garima KapoorDesislava NikolovaAgile CoachView Profile, Desislava Nikolova