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
Rbc Wealth ManagementInvestment AssociateJun 21 - PresentWells Fargo AdvisorsSenior Registered Client AssociateJan 20- Jun 21UbsSr. Wealth Strategy AssociateJun 14- Jan 20
Brian WongTrading InternView Profile, Brian WongColette GowdaCorporate ControllerView Profile, Colette GowdaSergio Morillo CaballeroHead Of AccountingView Profile, Sergio Morillo Caballero