Account Type****** *******Account Owner**** ******Account Opps/Deals******** ****Closed Won • Oct 24***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
Osman Lee 🥑FounderView Profile, osman lee 🥑Beatrice PolkVice President Wholesale Compliance Program Execution OfficeView Profile, beatrice polkYael AvnonFounderView Profile, yael avnon