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
AgentDirector of TaxDec 22 - PresentUbsDirector, Associate Wealth Strategist - Advanced Planning, Family Office Solutions GroupApr 20- Dec 22Paul Weiss Rifkind Wharton Garrison LlpAttorneyNov 11- Nov 14
Carnell MoncriefAssistant ControllerView Profile, Carnell MoncriefDave LynchControllerView Profile, Dave LynchDilmurod NurmatovGroup Finance ManagerView Profile, Dilmurod Nurmatov