Account Type******* *******Account Owner**** *****Account Opps/Deals******** *****Closed Won • Dec 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- Jan 16
Susan TousiCEOView Profile, susan tousiRobert FoltzSenior Team Manager SPS Point Of Contact Advice Dedicated Imp ACTView Profile, robert foltzBryant D NielsonCEOView Profile, bryant d nielson