Account Type**** ***Account Owner*** ****Account Opps/Deals**** *******Closed Won • Feb 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Swiss Life SelectPrivate Wealth AdvisorNov 22 - PresentKarntner Sparkasse AgSenior Private BankerSep 12- Nov 22Zurcher Kantonalbank Osterreich AgSenior Private BankerSep 10- Jul 12
Michael MacomberChief Executive Officer And PartnerView Profile, Michael MacomberCraig MooreIndependent Branch LeaderView Profile, Craig MooreAmber JordanRegional ManagerView Profile, Amber Jordan