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
KbwInvestment Banking AssociateJun 21 - PresentEvoke AdvisorsWealth Management Advisory InternMay 20- Aug 20UbsWealth Management Advisory InternJun 19- Aug 19
Vanessa NavarroFinancial ConsultantView Profile, vanessa navarroSophia LiInvestment ProfessionalView Profile, sophia liArjan UppalAudit AssociateView Profile, arjan uppal