Account Type*** *****Account Owner**** *******Account Opps/Deals****** ***Closed Won • Oct 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Canaccord Genuity Group IncWealth & Estate Planning SpecialistNov 15 - PresentTdFinancial PlannerApr 96- Nov 15
Dwight LewisExecutive Assistant Accounts OutsourcingView Profile, dwight lewisLexi LambertStrategic Product Consultant General Contractor FinancialsView Profile, lexi lambertSpring BennettSenior Real Estate AccountantView Profile, spring bennett