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
RbcInvestment and Retirement Planner, RBC Financial PlanningMay 16 - PresentState StreetPricing AssociateAug 14- Sep 15
Lisa EarwoodDirector Employment Tax ImplementationView Profile, Lisa EarwoodAdele WernerAssociateView Profile, Adele WernerMatt WilliamsControllerView Profile, Matt Williams