Account Type****** ****Account Owner**** *****Account Opps/Deals****** ******Closed Won • Oct 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
BmoPersonal Banker (Financial Advisor & Investment Consultant)Oct 23 - PresentRbcFinancial Advisor (Manager Delegate)Aug 21- Oct 23TdFinancial AdvisorApr 18- Aug 21
Angelina MittermeierAccountantView Profile, angelina mittermeierMalcolm TieuAudit AssociateView Profile, malcolm tieuKuran MalhotraInvestorView Profile, kuran malhotra