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 Vice President-Wealth Management, Financial AdvisorMar 09 - PresentSMITH BARNEYSr VP InvestmentsSep 85- Mar 09
Denyse K HartVirtual Controller CFO ConsultantView Profile, denyse k. hartJohn RogersChief Financial OfficerView Profile, john rogersTom WaldronRegional Vice PresidentView Profile, tom waldron