Account Type******* ******Account Owner*** *******Account Opps/Deals****** *******Closed Won • Jan 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
AmphilDirector, Gift PlanningJun 23 - PresentUbsSenior Wealth Strategies Associate - The Halbfinger GroupJan 23- May 23Stand TogetherManager, Gift Planning & Family Office StrategiesNov 20- Aug 22
Ludy AmanoFounderView Profile, Ludy AmanoMartin GeigerRetiredView Profile, Martin GeigerAlicia GallowayFounderView Profile, Alicia Galloway