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
Ig Wealth ManagementFinancial ConsultantApr 22 - PresentAtb WealthFinancial AdvisorApr 18- Apr 22Atb FinancialPersonal BankerOct 16- May 18
Gina HanAssociateView Profile, Gina HanNickolas TrigaAssistant ControllerView Profile, Nickolas TrigaBilly CurtisSenior Finance ManagerView Profile, Billy Curtis