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
RbcPrivate Wealth Advisor, Pier View GroupJan 20 - PresentThe Bar MethodCertified InstructorJan 16 - PresentMessariEnterprise AccountsJan 24- Jan 25
Juliette LowmanAccounting ManagerView Profile, Juliette LowmanSai ReddyAudit InternView Profile, Sai ReddyJustin LeungPrivate Equity InternView Profile, Justin Leung