Account Type******** ******Account Owner******* *****Account Opps/Deals***** ********Closed Won • Dec 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
MicrosoftManaging Director, Industry Advisory, Capital MarketsJul 19 - PresentBmoHead Digital Wealth Partnerships (full-time)Jul 18- Jul 19Upside Consulting Group IncFounderJul 06- Jun 18
Marco GuidiSenior Strategy ConsultantView Profile, marco guidiMargaret PetersDirector Client StrategyView Profile, margaret petersMegan MaasStrategy AnalystView Profile, megan maas