Account Type***** ********Account Owner******* *******Account Opps/Deals******** ********Closed Won • Feb 25**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Tilney GroupDirector, Investment Management, UHNW Private ClientsOct 18 - PresentRbc Wealth ManagementPortfolio ManagerOct 02- Jul 09Merrill LynchDirectorSep 99- Sep 02
Jim PetersonOwner And Director Of SalesView Profile, Jim PetersonDan LynesAccount Director DigitalView Profile, Dan LynesJames DavernSenior Director Of Channel SalesView Profile, James Davern