Account Type******* *****Account Owner***** ******Account Opps/Deals****** *******Closed Won • Oct 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
Amber BlackAccounting SpecialistView Profile, amber blackGrace LiInvestment AnalystView Profile, grace liZakyriah ReaganCompliance AnalystView Profile, zakyriah reagan