Account Type*** ****Account Owner***** ***Account Opps/Deals***** ********Closed Won • Feb 25**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
Jeff PrattPresident CEO And Board MemberView Profile, Jeff PrattChristopher TaylorSenior Manager ImplementationView Profile, Christopher TaylorCas HoffmanAssistant It ManagerView Profile, Cas Hoffman