Account Type*** *****Account Owner***** ******Account Opps/Deals**** ***Closed Won • Jan 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
Eden StrightDirector Managed ServicesView Profile, Eden StrightDavid RosenbergPrincipal Co FounderView Profile, David RosenbergShantanu GangalCEOView Profile, Shantanu Gangal