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
UbsDirector - Private Wealth ManagementNov 21 - PresentBank Of AmericaVice President; Sr. Internal InvestigationsJan 16- Oct 21PncSenior Financial Advisor - OfficerJan 14- Jan 16
Brianna StrangerManagerView Profile, Brianna StrangerRachel TipographFounder CEOView Profile, Rachel TipographLarry NishnickOffice Managing Partner San DiegoView Profile, Larry Nishnick