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
RbcSVP, Personal Banking & InvestmentsApr 21 - PresentWalker Art CenterBoard TrusteeJul 18- Aug 21Rbc Wealth ManagementChief Operating Officer, US Wealth ManagementAug 14- Apr 21
Tom WilliamsChief Investment Officer Managing MemberView Profile, Tom WilliamsJosh WepmanManaging Director Technology Investment BankingView Profile, Josh WepmanMonique SnowdenVice President Asset ManagementView Profile, Monique Snowden