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
BiztreeChief Operating OfficerJan 18 - PresentDesjardins Securities IncInvestment BrokerMar 16- Jan 17DesjardinsCertified Financial PlannerNov 12- Mar 16
Sanjul SaxenaCo FounderView Profile, Sanjul SaxenaSteve SmithPresident InternationalView Profile, Steve SmithDavid IsraeliChairman CEOView Profile, David Israeli