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
James MurphySVP Regional Sales Manager CFPView Profile, james murphyRyan BaileyExecutive ProducerView Profile, ryan baileyBrian HavertyVice President Of Global Sales MarketingView Profile, brian haverty