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
Co OperatorsWealth Strategy ConsultantFeb 24 - PresentAvisoProduct Marketing DirectorFeb 19- Jun 22Rbc Global Asset ManagementSenior Manager, ETF MarketingJan 17- Jan 19
Ed WalrathAccounting ControllerView Profile, Ed WalrathGerald WardAccumulator SpecialistView Profile, Gerald WardBelinda NewtonHead Of FinanceView Profile, Belinda Newton