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
UbsSenior Wealth Strategy AssociateNov 15 - PresentCredit SuisseAssistant Vice PresidentJul 09- Nov 15
Samantha RaiBusiness Project Senior AdvisorView Profile, samantha raiKimberly WongPricing Strategy Team LeadView Profile, kimberly wongMarcee WardellSr Executive Assistant To The Office Of The CEOView Profile, marcee wardell