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
Rbc Wealth ManagementInvestment AssociateJun 16 - PresentCharles SchwabIndependent Branch Financial ConsultantSep 14- Sep 15E Cycle IncAccount ManagerJan 12- Dec 12
Bob DentonSr Portfolio AnalystView Profile, Bob DentonSyed Shafaraz AliAccounts Payable AnalystView Profile, Syed Shafaraz AliMichael LeongBusiness AnalystView Profile, Michael Leong