Account Type****** ******Account Owner***** ****Account Opps/Deals******* *****Closed Won • Mar 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Greenspring AdvisorsPartner | Institutional Practice LeadMar 17 - PresentRbc Wealth ManagementSenior Vice President - Financial Advisor, Institutional Consulting GroupFeb 97- Mar 17Deutsche BankRetirement Plan CoordinatorMar 95- Feb 97
Meelan RadiaPartnerView Profile, Meelan RadiaNikos DouroukisPartnerView Profile, Nikos DouroukisTom ShonPartnerView Profile, Tom Shon