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 ManagementV.P. Financial Advisor - Private Client GroupJan 11- Dec 14Edward JonesFinancial AdvisorMar 03- Mar 11
Jackie MakarSenior Director Global EDU ImplementationsView Profile, Jackie MakarBen WallerEntrepreneurView Profile, Ben WallerToni Ann MeadowsSVP Of ComplianceView Profile, Toni Ann Meadows