Account Type******** ****Account Owner**** ******Account Opps/Deals******* ******Closed Won • Dec 24**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
William BlairPrivate Wealth Management Jan 16 - PresentUbsInvestment AssociateDec 06- Jan 16E Trade From Morgan StanleyCorporate Relationship ManagerDec 05- Dec 06
Amanda Groves 🏃🏼♀️InvestorView Profile, amanda groves 🏃🏼♀️Alisa WidmerHealth ActuaryView Profile, alisa widmerAdam TutchenerGroup Financial ControllerView Profile, adam tutchener