Account Type****** *******Account Owner****** ***Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
RbcFinancial PlannerJan 13 - PresentTdOperation Service OfficerJun 11- Sep 12Ig Wealth ManagementConsultantApr 10- Jan 11
Emilee JonesGroup Accounting ManagerView Profile, Emilee JonesCleary BrosciousFinancial AdministratorView Profile, Cleary BrosciousRyan SzwastDirector Of Operations And FinanceView Profile, Ryan Szwast