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
Pi Financial CorpSenior Investment Advisor PI Financial CorpApr 22 - PresentGravitas Securities IncSenior Investment AdvisorMar 21- Apr 22Ia Private WealthDirector - Private Client GroupJan 13- Mar 21
Betty NguyenImmigrant Affairs Senior Executive AnalystView Profile, Betty NguyenGary RobertsAssurance SeniorView Profile, Gary RobertsShawn ReidBilling Team LeadView Profile, Shawn Reid