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
Fidelity CanadaDirector, Client ServicesAug 18 - PresentBmoBranch ManagerApr 15- Aug 18TdFinancial AdvisorOct 10- Apr 15
Fabiola MarroquinDirector Of Client ServicesView Profile, Fabiola MarroquinGail MoragSenior Director SuccessView Profile, Gail MoragJayme ThompsonDirector Of Enrollment ManagementView Profile, Jayme Thompson