Account Type****** ********Account Owner******** ******Account Opps/Deals***** ******Closed Won • Jan 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementSenior Business AssociateMar 25 - PresentUbsSenior Registered Client Service AssociateJul 18- Mar 25
Nick JohnsonGrowth Executive AssociateView Profile, Nick JohnsonDanny CarraherSummer AssociateView Profile, Danny CarraherRyan BradleyBusiness Development RepresentativeView Profile, Ryan Bradley