Account Type****** *******Account Owner****** ********Account Opps/Deals******** ****Closed Won • Aug 24****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
UbsDirector - Private Wealth ManagementNov 21 - PresentBank Of AmericaVice President; Sr. Internal InvestigationsJan 16- Oct 21PncSenior Financial Advisor - OfficerJan 14- Dec 16
Doug ChaulkChief Executive OfficerView Profile, doug chaulkRon FlominTeam LeadView Profile, ron flominTamir PolegChief Executive OfficerView Profile, tamir poleg