Account Type******** ********Account Owner******* *******Account Opps/Deals*** ***Closed Won • Oct 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementVice President, Training & Practice ManagementMar 07 - PresentBmo Nesbitt BurnsVP, Financial Planning ServicesAug 97- Mar 07T E WealthFinancial PlannerFeb 88- Aug 97
Anar AndaniSenior Director Global Medical AffairsView Profile, anar andaniDeborah CarrollRetiredView Profile, deborah carrollJeff LucichPartner Success DirectorView Profile, jeff lucich