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
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
Tim RiechmannSales Support AssociateView Profile, tim riechmannNicholas HanzimanolisBusiness Development RepresentativeView Profile, nicholas hanzimanolisRoberto PerezAccount ManagerView Profile, roberto perez