Account Type***** ******Account Owner******* *****Account Opps/Deals******** *******Closed Won • Dec 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Lgt Wealth ManagementInvestment AssistantSep 24 - PresentQuilter CheviotInvestment AdministratorApr 23- Sep 24Curtis BanksInvestments AdministratorNov 22- Apr 23
Jennifer SchalySenior AccountantView Profile, jennifer schalyJeff DerocherFinance ManagerView Profile, jeff derocherMichael PanichDirector Of InvestmentsView Profile, michael panich