Account Type**** ******Account Owner******* ****Account Opps/Deals*** ******Closed Won • Mar 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Cibc Wood GundySenior Wealth Advisor, Portfolio ManagerJun 11 - PresentCibcFinancial Advisor, Imperial ServiceOct 06- Jun 11