Account Type******** ****Account Owner**** ********Account Opps/Deals*** ********Closed Won • Jan 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
Peter WileyAssistant Integrated InvestmentView Profile, Peter WileySaghar AbbasPricing AdministratorView Profile, Saghar AbbasAbhishek YellumahantiAssociateView Profile, Abhishek Yellumahanti