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
Lathe Co Wealth AdvisersPrincipal Financial Adviser I DirectorDec 17 - PresentDavid Technology LtdCo-FounderFeb 20 - PresentNother Portfolio ServicesDirectorAug 20 - Present
Kun KimManager At CIRO Canadian Investment Regulatory OrganizationView Profile, Kun KimAhsan AhmedPricing Senior AnalystView Profile, Ahsan AhmedGrace WildsmithSenior Management AccountantView Profile, Grace Wildsmith