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
UbsManaging Director - Wealth ManagementFeb 97 - PresentMorgan StanleyFinancial AdvisorJan 95- Jan 97
Manny RodriguezVice President Investment Banking SupervisionView Profile, Manny RodriguezLisa NicholsSVP Senior Loan Officer NMLS ID 193453View Profile, Lisa NicholsThomas VibertRegional Vice President Financial WholesalerView Profile, Thomas Vibert