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 ManagementV.P. Financial Advisor - Private Client GroupJan 11- Dec 14Edward JonesFinancial AdvisorMar 03- Mar 11
Barry SetlichManaging Director Digital TransformationView Profile, Barry SetlichAj HamelVice PresidentView Profile, Aj HamelDirk VollmannChief Accelerating Impact Innovations OfficerView Profile, Dirk Vollmann