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
TdSenior Relationship Manager Wealth Management (Vice President)Dec 16 - PresentPncPrivate Client Group Senior Relationship Manager (Assistant Vice PresidentDec 12- Dec 16JpmorganchaseBusiness Banking Specialist, Banking ConsultantNov 07- Dec 12
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