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
AmphilDirector, Gift PlanningJun 23 - PresentUbsSenior Wealth Strategies Associate - The Halbfinger GroupJan 23- May 23Stand TogetherManager, Gift Planning & Family Office StrategiesNov 20- Aug 22
Robert Jan VerheggenCo Founder Global Growth Director 📈View Profile, Robert Jan VerheggenRosita NajmiExecutive Director Social Impact And Micron FoundationView Profile, Rosita NajmiLara JonesFounder CEO Keynote SpeakerView Profile, Lara Jones