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
BmoDirector of Strategy, SmartFolio & AdviceDirectJan 18 - PresentTangerineDirector, Tangerine InvestmentsFeb 02 - Present
Ryan RouseGrowth Advisor Fractional ExecutiveView Profile, ryan rouseWendy CoulstockSVP Strategy Digital And Innovation SDI OperationsView Profile, wendy coulstockJulie HorlickVP North America Strategic ProgramsView Profile, julie horlick