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
Ci FinancialSenior Vice President, Head of Capital Markets Wealth CanadaOct 24 - PresentLaurentian Bank SecuritiesManaging Director Institutional Equity Sales Sep 22- Jun 24Ia Private WealthEVP, Managing Director and Head of Capital Markets Aug 07- Dec 20
Joe MulieriSenior Director Investment OperationsView Profile, Joe MulieriRoxane GrayVice President Digital Financial OperationsView Profile, Roxane GrayHolger WenzkySenior Vice President Head Of Corporate Finance Business OperationsView Profile, Holger Wenzky