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
Mackenzie InvestmentsETF StrategistSep 23 - PresentTdVice President, ETF Product & Strategy - TD Asset ManagementMar 14- Sep 23
Walter MurphySVP Senior Wealth Advisor Team LeadView Profile, Walter MurphyHannah Hoyle McdonaldAccount Manager SMB Mid MarketView Profile, Hannah Hoyle McdonaldLuke MladuckyInside AE Sales ManagerView Profile, Luke Mladucky