Account Type****** ***Account Owner***** ***Account Opps/Deals***** ******Closed Won • Aug 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementClient Relationship ManagerJan 24 - PresentRbc Investor ServicesAssociateJul 23 - PresentRbcFinancial AdvisorApr 20- Jul 23
Kelly GeorgiouCustomer Success SpecialistView Profile, kelly georgiouElaura JohnsonCustomer Success OperationsView Profile, elaura johnsonCortt KindrickManager Of Customer RetentionView Profile, cortt kindrick