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 Service ManagerMay 25 - PresentOsaicSenior Financial Planning ConsultantJun 23- Mar 25UbsDirectorOct 99- Jan 23
Isabela LeyClinical Site Manager Support ServicesView Profile, Isabela LeyAsia DavisCustomer Service RepresentativeView Profile, Asia DavisPreeti RaniClient Support Services Manager ApacView Profile, Preeti Rani