Account Type******** *****Account Owner***** ***Account Opps/Deals***** ****Closed Won • Mar 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Investment Planning CounselSr. Advisor operations Service SpecilaistApr 24 - PresentAvisoEstates Administrator Jan 21- Aug 24TdOperations Service OfficerNov 17- Jan 21