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
WtwHead of Delegated Portfolio Management, Canada / Portfolio Strategist Jun 16 - PresentMerrill LynchAssociate Investment AdvisorSep 98- Sep 01
Cack WilhelmGeneral PartnerView Profile, cack wilhelmSteve WolfRetired Done Senior Director Global Contact Centers Strategy InitiativesView Profile, steve wolfCassandra GriffithSenior Director People StrategyView Profile, cassandra griffith