Account Type***** ******Account Owner****** ***Account Opps/Deals******** *****Closed Won • Mar 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
UbsVice PresidentFeb 21 - PresentJ P MorganAnalystAug 18- Feb 21Bernstein Private Wealth ManagementSummer InternshipJun 15- Aug 15
Dan LiljenquistChief Strategy OfficerView Profile, Dan LiljenquistKaty Carlin WeaverSenior Vice PresidentView Profile, Katy Carlin WeaverMatt WestVice President Strategic Accounts New MarketsView Profile, Matt West