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
Lauren LibermanSenior Consultant StrategyView Profile, Lauren LibermanLauren HolmesTeam Leader Wraparound And Breakfast Club PolicyView Profile, Lauren HolmesJason ChongSenior Analyst Business IntelligenceView Profile, Jason Chong