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
Ups CapitalSenior Business Development ManagerSep 17 - PresentRbc InsuranceInsurance AdvisorMar 15- Feb 17Rbc Wealth ManagementInvestment and Retirement PlannerJan 11- Mar 15
James DonnellyHead Of CommercialView Profile, james donnellyChristopher HattoyDirector Client Service Designated Brokerage ServicesView Profile, christopher hattoyDavid BrownBusiness Development ManagerView Profile, david brown