Account Type***** ********Account Owner******** ******Account Opps/Deals****** ****Closed Won • Jan 25**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
Dan DoyleDirector National Labor And TrustView Profile, Dan DoyleKamran ShamimDirector GTM Strategy OpsView Profile, Kamran ShamimSerge Andrieu GuitrancourtSenior Strategic Business Development DirectorView Profile, Serge Andrieu Guitrancourt