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
Julius BaerRelationship Manager International Clients, Managing Director Senior AdvisorJan 06 - PresentCredit SuisseHead Financial Department & Investment Advisor International ClientsJan 92- Jan 97UbsInvestment Advisor, Associate ManagerJan 82- Jan 91
Kyle TSenior Channel Account ExecutiveView Profile, Kyle TKaleb FoltzSales Manager SMBView Profile, Kaleb FoltzAmy StephensMarket Sales ManagerView Profile, Amy Stephens