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
Ia Private Wealth UsaPortfolio ManagerApr 23 - PresentIa Private WealthPortfolio Manager and Senior Wealth AdvisorFeb 23 - PresentRichardson WealthHopkins MacEachern Wealth Counsel Portfolio Manager Director Co-Head Private Client Capital MarketsNov 13- Feb 23
Ryan MotykaOffering Manager AC Power Medium UPSView Profile, Ryan MotykaHassan El HageLead Digital Product ManagerView Profile, Hassan El HageCameron ThompsonBackground DesignerView Profile, Cameron Thompson