Account Type******** *****Account Owner**** ***Account Opps/Deals******** ******Closed Won • Oct 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
TdVice President, Client Advisory Distribution and Practice Management at TD WealthApr 19 - PresentBmo Private WealthVice-President & National Director, Platinum BankingNov 13- Mar 19BmoManaging Director, Strategy and Process Transformation, Private Client GroupJul 11- Nov 13
Bobby MohrVice President Of Global SalesView Profile, bobby mohrAndreas AugenederVice President SalesView Profile, andreas augenederMatt RiderVice President Sales EngineeringView Profile, matt rider