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
BmoAssistant Branch ManagerOct 23 - PresentRbcFinancial Advisor (Manager Delegate)Aug 21- Oct 23TdFinancial AdvisorApr 18- Aug 21
Freddy MilesiFounder CEOView Profile, freddy milesiManuel EchanoveCEOView Profile, manuel echanovePatrick RaschePrincipalView Profile, patrick rasche