Account Type***** *****Account Owner******* ****Account Opps/Deals*** *****Closed Won • Dec 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
Rob LubashChief Financial OfficerView Profile, rob lubashKatie HockmanPartner Head Of Debt Capital MarketsView Profile, katie hockmanJayce DuquetteVice President Investment BankingView Profile, jayce duquette