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
Ig Wealth ManagementFinancial ConsultantApr 22 - PresentAtb WealthFinancial AdvisorApr 18- Apr 22Atb FinancialPersonal BankerOct 16- May 18
Melinda ArmstrongTax ManagerView Profile, melinda armstrongMark HenryIncome AuditorView Profile, mark henryRonald GiaquintoPartner Finance OperationsView Profile, ronald giaquinto