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 Vice President-Wealth Management, Financial AdvisorMar 09 - PresentSmith BarneySr VP InvestmentsSep 85- Mar 09
Shekhar NarayananSenior Vice President And Deputy ControllerView Profile, Shekhar NarayananBlake DefluriVice President Finance AdministrationView Profile, Blake DefluriCal HoaglandPartner CFO Saa S Software Technology Technology Manufacturing Public CompaniesView Profile, Cal Hoagland