Account Type****** *******Account Owner******** *******Account Opps/Deals***** *******Closed Won • Mar 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Scotia Wealth ManagementRegional Vice President Business DevelopmentFeb 24 - PresentPurpose InvestmentsVice President, SalesJul 21- Sep 23Slalom CapitalPartnerAug 19- Aug 20