Account Type****** ***Account Owner******** ********Account Opps/Deals****** *******Closed Won • Nov 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
Jessica PondVP ControllerView Profile, jessica pondWes SeegerSenior Director Foreign ExchangeView Profile, wes seegerTaiyi Terry YangChief Financial OfficerView Profile, taiyi (terry) yang