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
Sheila LopezManaging Director Of Board Engagement And Individual GivingView Profile, Sheila LopezMeredith MolloySenior Director Customer ExperienceView Profile, Meredith MolloyJoe SpinelliDirector Customer ExperienceView Profile, Joe Spinelli