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 Brewin DolphinAssociate Portfolio ManagerOct 21 - PresentThe Halo TrustRegional Support OfficerJan 20- Oct 21Morgan StanleyPrivate Wealth Management AnalystFeb 18- Jan 20
Jordan AuldPricing AnalystView Profile, Jordan AuldAlana HarveyHead Of Group FP AView Profile, Alana HarveyTricia DeeterVP Of FinanceView Profile, Tricia Deeter