Account Type******** *******Account Owner***** ********Account Opps/Deals**** ********Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
UbsDirectorMay 18 - PresentAonConsultantJan 13- Mar 18Merrill LynchAnalyst, Global Wealth and Investment ManagementAug 10- Jan 13
Laura HeslopDirector Of PlanningView Profile, laura heslopMike BrooksSr Director OperationsView Profile, mike brooksStephen DomancieGeneral Manager RetailView Profile, stephen domancie