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
RbcFinancial PlannerJan 13 - PresentTdOperation Service OfficerJun 11- Sep 12Ig Wealth ManagementConsultantApr 10- Jan 11
Jonathon HarmonProject Finance AnalystView Profile, jonathon harmonJack KlingeAudit AssociateView Profile, jack klingeBar MaaraviAssociateView Profile, bar maaravi