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
UbsHead Personal BankingJan 11 - PresentCommerzbank AgStrategy & Business Development Investment BankJan 09- Jan 11Dresdner Kleinwort WassersteinChief of Staff Investment BankJan 07- Jan 09
Danette BrandstromPortfolio ManagerView Profile, danette brandstromMatt LopezFractional AdvisorView Profile, matt lopezNeil PatelAccountantView Profile, neil patel