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 Brewin DolphinWealth ParaplannerOct 23 - PresentMaplewood Wealth ManagementParaplannerNov 22- Aug 23Pension WorksParaplannerMay 22- Oct 22
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