Account Type***** ***Account Owner******** ******Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Ig Wealth ManagementHead of Advisor and Client ExperienceJan 22 - PresentConcordia University John Molson School Of BusinessProfessor - Leadership Course - Executive MBA ProgramAug 21 - PresentNational Bank InvestmentsSenior Vice-President, National Sales, National Bank Investments; Jun 12- Jan 22
Daniel P ClarkDirector Customer Experience EngagementView Profile, daniel p. clarkKarissa HolmesSenior Client Success ManagerView Profile, karissa holmesWendy GinerEnterprise Customer Success ManagerView Profile, wendy giner