Account Type******** ******Account Owner******** ********Account Opps/Deals******* *****Closed Won • Oct 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
Tim BrandInvestment CounselorView Profile, tim brandJack DonhamAssociateView Profile, jack donhamUren DInvestment BankingView Profile, uren d.