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
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
Jim SperdutoPresident Of Small Business Retirement And Insurance ServicesView Profile, jim sperdutoTony JaworskiVP Of Finance Refrigerated Trucking At Bay BayView Profile, tony jaworskiDana MarianoChief Financial OfficerView Profile, dana mariano