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
UbsClient Service AssociateJun 22 - PresentIron Horse Wealth Management LlcFinance InternDec 21- Jan 22Pursuit CollectionHousekeeperMay 20- Aug 20
Jerri LoAccounts Student Services OfficerView Profile, jerri loLori SchoenfeldFront Desk AttendantView Profile, lori schoenfeldKathy AndersonClosing Concierge ProcessorView Profile, kathy anderson