Account Type**** ********Account Owner******** *******Account Opps/Deals***** ******Closed Won • Feb 25***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Ig Wealth ManagementRegional Vice PresidentJan 23 - PresentScotiabankRegional Manager Investment Specialists - Atlantic CanadaNov 19- Jan 23Bmo Wealth Management CanadaPrivate Wealth ConsultantMar 16- Nov 19
Kb MensahExecutive DirectorView Profile, Kb MensahJane FischettiVP Of Business DevelopmentView Profile, Jane FischettiRyan WilsonRegional Vice PresidentView Profile, Ryan Wilson