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 Director, Wealth ManagerDec 20 - PresentChase De VereIndependent Financial AdvisorFeb 19- Oct 20Eq Investors I B CorpClient DirectorNov 12- Feb 19
Nick CioffiHead Of Investment Accounting Fund Finance And ReportingView Profile, Nick CioffiTed LockwoodHead Of Asset Allocation Managing DirectorView Profile, Ted LockwoodClare DeleonDirector Of FinanceView Profile, Clare Deleon