Account Type****** *******Account Owner****** ***Account Opps/Deals*** ****Closed Won • Aug 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
Lisa AlanizDirector Global Customer SuccessView Profile, lisa alanizLauren WierCustomer Experience Business PartnerView Profile, lauren wierTara WalkerDirector Of Customer Success North AmericaView Profile, tara walker