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
Irwin MitchellWealth PlannerJan 25 - PresentBrooks MacdonaldPrivate Client Wealth Management - Business Development ManagerAug 22- Jan 25Skybound Wealth ManagementPrivate Client ManagerApr 19- Jul 22
Roy YuenDigital Payment AnalystView Profile, Roy YuenOralia GonzalezAssociate DirectorView Profile, Oralia GonzalezAnna LarsonAssistant ControllerView Profile, Anna Larson