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
Calamita Wealth ManagementCertified Financial Planner™Jul 10 - PresentRbc Wealth ManagementCertified Financial Planner™Mar 05- Jul 10Wells FargoFinancial ConsultantJan 99- Mar 05
Laura ToethuisFinance Risk TraineeView Profile, Laura ToethuisSantiago RalloInvestorView Profile, Santiago RalloVarvara AlvaChief Operating Officer Chief Financial OfficerView Profile, Varvara Alva