Account Type******** ********Account Owner**** ******Account Opps/Deals****** ******Closed Won • Dec 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Edmond De RothschildClient Relationship ManagerApr 16 - PresentUbsAdvisor and desk headJan 07- Apr 16
Katie SperryVP Client SuccessView Profile, katie sperryTodd KutscheraClient Success Manager Team LeaderView Profile, todd kutscheraChristy MiddekeSenior Client Success ManagerView Profile, christy middeke