Account Type*** ****Account Owner****** *******Account Opps/Deals****** ****Closed Won • Jan 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
UbsSenior Wealth Strategy AssociateNov 15 - PresentCredit SuisseAssistant Vice PresidentJul 09- Nov 15
Valerie RodriguezOrder Fulfillment LeadView Profile, Valerie RodriguezSean JacksonLead Solutions Consultant Large ENT Strategic CentralView Profile, Sean JacksonFelicia FlemmingGo To Market Strategy Team LeadView Profile, Felicia Flemming