Account Type******** *******Account Owner***** ****Account Opps/Deals******** *******Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
UbsJunior Client Advisor - FIM GWMApr 24 - PresentOcorianPrivate Client Administrator & Investment Monitoring OfficerJul 22- Mar 24Canaccord Genuity Group IncTrainee StockbrokerSep 19- Mar 22
David FittsSalesView Profile, david fittsYaroslav MakarukLincensed Real Estate SalespersonView Profile, yaroslav makarukAndrae VangWealth Sales AssociateView Profile, andrae vang