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
RbcRoyal Bank of Canada, Chief Risk Officer of City National BankMay 23 - PresentWells FargoRetiredJan 20- May 23TdEVP, Head of Aquisition IntegrationJun 12- Jan 20
Jason LevineSVP FP AView Profile, jason levineMichael PassPresident Maxit Cost Basis Tax ReportingView Profile, michael passWaldina ZaldivarVP Senior Operations Manager For Global Wealth ManagementView Profile, waldina zaldivar