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
Rbc Wealth ManagementFinancial AdvisorJan 20 - PresentMerrill LynchFinancial AdvisorDec 06- Jan 20Kalido Now Magnitude KalidoSr. Account ManagerAug 04- Dec 06
Preeti LakheraSenior Finance AssociateView Profile, Preeti LakheraAndy AshworthInstitutional Portfolio Manager Pension StrategistView Profile, Andy AshworthNicole BrindleTreasurerView Profile, Nicole Brindle