Account Type**** ******Account Owner**** ****Account Opps/Deals**** ******Closed Won • Oct 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Canaccord Genuity Global Capital MarketsDirector, Investment BankingJul 16 - PresentBank Of America Merrill LynchPrivate Wealth Management InternJun 14- Aug 14
Urs BoltFinancial Mentor CoachView Profile, urs boltJoel Caponi BonaldiFP A ManagerView Profile, joel caponi bonaldiDominic McloughneyDirector Chartered Financial PlannerView Profile, dominic mcloughney