Account Type*** *******Account Owner***** ********Account Opps/Deals******** ******Closed Won • Dec 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Tacita Capital IncPortfolio Manager, Investment AnalyticsDec 16- Jul 24Bmo Wealth Management CanadaInvestorLine 5 Star Investment SpecialistSep 14- Dec 16
Brandon FeldmanDirector Of FinanceView Profile, brandon feldmanTom PompeusFinance Graduate Natural ResourcesView Profile, tom pompeusAaron MillerFinancial CoachView Profile, aaron miller