Account Type***** ********Account Owner****** *******Account Opps/Deals***** *****Closed Won • Jan 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
Mark SeemannFounder CEOView Profile, Mark SeemannMilan WolfsCEOView Profile, Milan WolfsGretchen RobertsCEOView Profile, Gretchen Roberts