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
Fidelity CanadaDirector, Client ServicesAug 18 - PresentBmoBranch ManagerApr 15- Aug 18TdFinancial AdvisorOct 10- Apr 15
Rebeca Maria PerulleroDirector Of Customer ExperienceView Profile, Rebeca Maria PerulleroGail MullardClient Services DirectorView Profile, Gail MullardDave ShapiroVice President Client LeadView Profile, Dave Shapiro