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 Wealth ManagementSenior Registered Client AssociateOct 21 - PresentWells Fargo AdvisorsAssistant Vice President, Sr. Registered Client AssociateJul 18- Sep 21Morgan StanleyFinacial Planning Associate | Senior Registered AssociateJan 14- Jun 18
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