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
Newedge WealthChief Executive OfficerDec 20 - PresentUbsManaging Director - Private Wealth ManagementJan 08- Dec 20Lehman BrothersManaging Director - Private Wealth ManagementJan 03- Jan 08
Jen OliverChief Executive OfficerView Profile, jen oliverTrina AssurCo FounderView Profile, trina assurArie KaloCo Founder OwnerView Profile, arie kalo