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
Guardian Capital GroupVice President, Investment SolutionsJun 24 - PresentManulifeDistrict Vice President, Wealth SalesFeb 14- Jun 24Fidelity InvestmentsSales CoordinatorSep 12- Feb 14
John OdonnellChief Financial OfficerView Profile, john o'donnellPhil BerkowitzChairman Of Global TMT Investment BankingView Profile, phil berkowitzJosh LanghorstExecutive Director Consumer Small Business BankingView Profile, josh langhorst