Account Type**** ****Account Owner******* *******Account Opps/Deals*** ******Closed Won • Nov 24****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
GlenmedeRelationship Manager | Portfolio ManagementApr 22 - PresentPncInvestment Advisor, Vice President, Wealth ManagementAug 11- Mar 22UbsWealth Management InternJan 11- May 11
Martin VisserSales Manager Healthcare TransportView Profile, martin visserKate KopanytsiaKey Account ManagerView Profile, kate kopanytsiaMaura McdonoughRegional Sales DirectorView Profile, maura mcdonough