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
Family OfficeDirector, InvestmentsJan 16 - PresentBmo Nesbitt BurnsInvestment Advisor, CERTIFIED FINANCIAL PLANNER®Jan 10- Jan 16
Brittany CareyDirector Federal Government AffairsView Profile, Brittany CareyOfer HanohPartner And Head Of Banking Anf Financial RegulationView Profile, Ofer HanohLivingston SheatsTax DirectorView Profile, Livingston Sheats