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
Rbc Wealth ManagementBranch DirectorJan 21 - PresentUbsFinancial AdvisorMay 12- Jan 21Wolfe Snowden Hurd Ahl Sitzmann Tannehill Hahn LlpAttorneyMay 11- Apr 12
David CoughtryDirector Operations And ProductionView Profile, David CoughtryClarke C J BaldwinSr DirectorView Profile, Clarke C J BaldwinTaylor WoodsOwner Director Of OperationsView Profile, Taylor Woods