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
London Capital Wealth ManagementPortfolio ManagerMay 06 - PresentCredit SuisseClient Services ManagerJan 98- Jan 06
Jacob HauslerDirector FP AView Profile, jacob hauslerRyan DoughertyPrivate Equity AssociateView Profile, ryan doughertyTiffany GonzalezA P SpecialistView Profile, tiffany gonzalez