Account Type******** ********Account Owner***** *****Account Opps/Deals******** *******Closed Won • Feb 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
TdSenior Vice President. Private Investment Advice at TD WealthJan 94 - PresentCibc Wood GundyManaging Director and Vice PresidentJan 87- Jan 94ScotiabankInvestment AdvisorJan 86- Jan 87
Jake MervisVice President Of Revenue ManagementView Profile, Jake MervisKurt FryeChief Financial OfficerView Profile, Kurt FryeBlas PuzonChief Investment OfficerView Profile, Blas Puzon