Account Type******** ********Account Owner***** *****Account Opps/Deals****** ********Closed Won • Nov 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Canaccord Genuity Group IncInvestment Advisor, Branch Manager (Rob Boycott)Apr 10 - PresentRaymond James LtdFinancial Advisor/Branch ManagerAug 03- Apr 10Edward JonesFinancial AdvisorJun 98- Aug 03
Trevor YuPersonal Goal PursuitView Profile, trevor yuPatrick ClarkeSenior ManagerView Profile, patrick clarkeBen WempeManaging DirectorView Profile, ben wempe