Account Type******* *****Account Owner***** *******Account Opps/Deals******** *****Closed Won • Oct 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
ChiefMemberJun 21- Jun 23PncSenior Vice President/Wealth Strategy Regional Director, Centralized Planning GroupJun 16- Sep 20TdVice President/High Net Worth PlannerFeb 12- Jun 16
Shamic RayExecutive Vice PresidentView Profile, shamic rayAnita SmithPresident And FounderView Profile, anita smithJim BoomerChief Executive OfficerView Profile, jim boomer