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 ManagementFinancial AdvisorAug 22 - PresentUbsRegistered Client Service AssociateApr 20- Jul 22RbcSummer Financial AnalystJun 19- Aug 19
Wendy GervasiFinance ManagerView Profile, Wendy GervasiNicola CollierFP A ManagerView Profile, Nicola CollierJoppe VerdonkFDView Profile, Joppe Verdonk