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
Mackenzie InvestmentsAssistant Vice President, Sales EnablementSep 20 - PresentTdManager, Advisor Experience & Employee EngagementSep 07- Aug 20
Peter MelerudChief Revenue Officer CROView Profile, peter melerudJessica AragonDivision Vice President Of Luxury SalesView Profile, jessica aragonJoan KleinVice President Account ExecutiveView Profile, joan klein