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
UbsGlobal Wealth Management Operations Specialist Aug 24 - PresentDbs BankWealth planning managerMar 23- Jun 24Prudential Assurance Company SingaporeFinancial ConsultantFeb 20- Nov 21
Emily StoddardHead Of Commercial Credit RiskView Profile, Emily StoddardManasi BhattacharyyaAssociateView Profile, Manasi BhattacharyyaPeter TranInvestments Underwriting Financial ResearchView Profile, Peter Tran