Account Type****** ***Account Owner***** *****Account Opps/Deals**** *****Closed Won • Jan 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Heidrick StrugglesExecutive AssistantNov 21 - PresentJsf FinancialExecutive AssistantJan 15- Apr 19Bmo Private WealthWealth Advisor AssociateJul 07- Oct 14
Malcolm ConcannonService Provider LeadView Profile, Malcolm ConcannonAnne MooreManaging DirectorView Profile, Anne MooreSandeep SharmaSenior ManagerView Profile, Sandeep Sharma