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
Tanager Wealth Management LlpPartnerAug 17 - PresentUbsFinancial AdvisorDec 13- Jul 17Merrill LynchFinancial AdvisorMay 12- Dec 13
Logan SmithManager Strategic Account ManagementView Profile, Logan SmithScott SimpsonSr Manager Enterprise Business Development Go Local DivisionView Profile, Scott SimpsonNicholas ShekerdemianFounding PartnerView Profile, Nicholas Shekerdemian