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
Rf CorvalDirector, Investor Relations (Private Clients)Jun 21 - PresentWingateInvestor Services Director Jul 11- Jun 21InvestecPrivate Client Banker - Treasury & InvestmentsNov 04- Jun 11
Ellie AuerFinancial Systems ManagerView Profile, Ellie AuerTravis RuaneFinancial AdvisorView Profile, Travis RuaneAngela FaaborgControllerView Profile, Angela Faaborg