Account Type****** *****Account Owner****** *******Account Opps/Deals*** *******Closed Won • Oct 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
Brendan CahillAccount Manager State Local GovernmentView Profile, brendan cahillKatya ZalevskiEnterprise Account ExecutiveView Profile, katya zalevskiMike DialfonsoAccount ExecutiveView Profile, mike dialfonso