Account Type*** *****Account Owner****** ********Account Opps/Deals*** ****Closed Won • Jan 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
UbsManaging Director – Wealth Management, UBS International Division Oct 15 - PresentMerrill LynchSenior Vice President - International Wealth ManagementFeb 11- Oct 15Morgan StanleyAssistant Vice President - Wealth ManagementFeb 07- Feb 11
Marie YipChief Financial OfficerView Profile, Marie YipStacey HooperFinancial Services PartnerView Profile, Stacey HooperChris WilsonDirector Of FinanceView Profile, Chris Wilson