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
Ig Wealth ManagementFinancial AdvisorMar 25 - PresentThe Golden Bean CanadaProject ManagerDec 21 - PresentMackenzie InvestmentsSenior Client RelationsSep 24- Feb 25
Brian BarreCommercial Insurance UnderwriterView Profile, Brian BarreNic BalaticoFinance AssistantView Profile, Nic BalaticoJohn LunaAccounting ManagerView Profile, John Luna