Account Type******** ********Account Owner***** ********Account Opps/Deals****** ****Closed Won • Oct 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
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