Account Type****** ******Account Owner**** ******Account Opps/Deals*** ***Closed Won • Nov 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Tacita Capital IncPortfolio Management AnalystFeb 23 - PresentTdCustomer Service RepresentativeSep 21- Jan 23Ar Digital WealthAccount Manager - Wealth ManagementFeb 19- Jun 20
Davis PatriceSenior Analyst Financial SystemsView Profile, davis patriceChad FriederPrivate Equity Services AssociateView Profile, chad friederAnthony VargasAssociate Wealth Management AdvisorView Profile, anthony vargas