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
Picton Mahoney Asset ManagementAssociate Director, Wealth ServicesJul 23 - PresentManulife Private WealthManager, Investment OperationsMay 17- Jun 23
Preeti SharmaAssociate Director TrainingView Profile, Preeti SharmaBrian CouperFreelance ConsultantView Profile, Brian CouperDavid BardaletManaging DirectorView Profile, David Bardalet