Account Type*** ******Account Owner******* ****Account Opps/Deals******** ***Closed Won • Dec 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementInvestment AssociateJun 21 - PresentWells Fargo AdvisorsSenior Registered Client AssociateJan 20- Jun 21UbsSr. Wealth Strategy AssociateJun 14- Jan 20
Jeremy KostiukAssociate US Asset ManagementView Profile, jeremy kostiukShani Samuch SinvaniDirector Of FinanceView Profile, shani samuch- sinvaniJune TeoFinance And Operations ManagerView Profile, june teo