Account Type***** ******Account Owner***** ******Account Opps/Deals*** ***Closed Won • Jan 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
Thomas ScottDir Of MISView Profile, Thomas ScottBetty Chang MaganziniTreasurer And Co Head Of Financial ReportingView Profile, Betty Chang MaganziniMichael HarterDirector Credit Risk Sr Vice PresidentView Profile, Michael Harter