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 ManagementSenior Vice President - Financial Advisor at RBC Wealth ManagementApr 22 - PresentWells Fargo AdvisorsSenior Financial Advisor - Senior Vice PresidentFeb 08- May 22
David VidalVice President Assistant ControllerView Profile, David VidalChad MessierAssociate Vice PresidentView Profile, Chad MessierMichelle SkarChief Financial OfficerView Profile, Michelle Skar