Account Type*** *****Account Owner****** ********Account Opps/Deals*** *******Closed Won • Oct 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 | Wealth AdvisorJan 09 - PresentMorgan StanleyFinancial Advisor - Senior Investment ConsultantMay 00- Jan 09
Lior NameriCorporate FP A DirectorView Profile, lior nameriJose M DonoSenior Director GMO FinanceView Profile, jose m. donoMatt BurrowsAssociate Vice PresidentView Profile, matt burrows