Account Type******* *****Account Owner******** *******Account Opps/Deals******* ***Closed Won • Jan 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 - PresentBmo Private WealthVice-President & National Director, Platinum BankingNov 13- Mar 19BmoManaging Director, Strategy and Process Transformation, Private Client GroupJul 11- Nov 13
Ian SavageChief Financial OfficerView Profile, Ian SavageJeffrey ShuSVP Of Finance StrategyView Profile, Jeffrey ShuBrendan SmithManaging Director Portfolio ValuationView Profile, Brendan Smith