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
RbcFinancial PlannerJan 13 - PresentTdOperation Service OfficerJun 11- Sep 12Ig Wealth ManagementConsultantApr 10- Jan 11
Raymond KievitFinance ConsultantView Profile, raymond kievitZachary ListInvestment AnalystView Profile, zachary listKim PlasterFinancial Operations AssociateView Profile, kim plaster