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 DolphinAssociate Financial PlannerMay 22 - PresentSuccession WealthClient Delivery LeadMay 21- May 22EyPensions Assurance Associate (FSO)Apr 20- May 21
Christian NadeauPublic Finance AssociateView Profile, Christian NadeauSarah ToddBusiness AnalystView Profile, Sarah ToddDavid WinterFounding MemberView Profile, David Winter