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
WtwHead of Delegated Portfolio Management, Canada / Portfolio Strategist Jun 16 - PresentMerrill LynchAssociate Investment AdvisorSep 98- Sep 01
Eric BrennerRisk ManagerView Profile, eric brennerIarlaith CarterAssociate DirectorView Profile, iarlaith carterDavid TongDirector Of FinanceView Profile, david tong