Account Type**** ******Account Owner******* ********Account Opps/Deals****** *****Closed Won • Feb 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
Scott LangfordPartner Projects Energy ResourcesView Profile, Scott LangfordRezwan PavriPartnerView Profile, Rezwan PavriBenjamin CohenPartnerView Profile, Benjamin Cohen