Account Type***** ***Account Owner******** ******Account Opps/Deals**** ******Closed Won • Mar 25**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- Mar 25Bmo Private WealthVice-President & National Director, Platinum BankingNov 13- Mar 19BmoManaging Director, Strategy and Process Transformation, Private Client GroupJul 11- Nov 13