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
Rbc Brewin DolphinAssociate Portfolio ManagerOct 21 - PresentThe Halo TrustRegional Support OfficerJan 20- Oct 21Morgan StanleyPrivate Wealth Management AnalystFeb 18- Jan 20
Elliot WilliamsRevenue AccountantView Profile, Elliot WilliamsTony CheungVP ControllerView Profile, Tony CheungDan KrzmarzickCFOView Profile, Dan Krzmarzick