Account Type***** *******Account Owner******* ****Account Opps/Deals**** ******Closed Won • Feb 25****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Woodgate Financial IncAssociate Financial PlannerJun 22 - PresentCi Global Asset ManagementVice President SalesJul 14- Jun 22Ontario Shores Centre For Mental Health SciencesVolunteer Research AssistantMay 14- Jul 14
Kara LeonardInsurance AgentView Profile, Kara LeonardNick BarrosEquity Analyst Babson College FundView Profile, Nick BarrosGlenn WDowling Policy FellowView Profile, Glenn W