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
TdAssociate Financial PlannerAug 16 - PresentLaurentian BankRetail Account Manager and Mutual Fund RepresentativeMay 15- Aug 16CibcFinancial Service RepresentativeMar 14- May 15
Samuel WongTreasury ManagerView Profile, Samuel WongLa Vondra FarquharsonBudget Finance Analyst Sr Dba Business ManagerView Profile, La Vondra FarquharsonRebecca NessFinance AssistantView Profile, Rebecca Ness