Account Type****** *******Account Owner***** ********Account Opps/Deals****** ***Closed Won • Nov 24***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
Jignesh SoniVice President FP AView Profile, jignesh soniDenyse K HartVirtual Controller CFO ConsultantView Profile, denyse k. hartJohn MillerStrategic Finance AdvisorView Profile, john miller