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
WealthsimpleAssociate, Banking and Treasury OperationsFeb 21 - PresentThe Tjx Companies IncSales AssociateApr 18- Mar 21
Kadija PetersAssociate BankerView Profile, Kadija PetersReese WellsLicensed Insurance AgentView Profile, Reese WellsDaniella ChungWealth Management InternView Profile, Daniella Chung