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
Fidelity CanadaDirector, Client ServicesAug 18 - PresentBmoBranch ManagerApr 15- Aug 18TdFinancial AdvisorOct 10- Apr 15
Sasha RaySenior Director Customer SuccessView Profile, sasha rayBrandi Hanover WesselHead Of Client Associate Experience At Ever BankView Profile, brandi hanover wesselMike SlottDirector Customer Satisfaction NPS BEES USView Profile, mike slott