Account Type******* ********Account Owner*** ******Account Opps/Deals******* ******Closed Won • Nov 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Canaccord Genuity Group IncSenior Wealth AdvisorMay 09 - PresentTdSenior Financial PlannerAug 99- May 09
Hannah LassPrivate Equity Senior AssociateView Profile, hannah lassJeffrey SmithSenior Internal AuditorView Profile, jeffrey smithAgustina PalacioSenior Controller Global ControllingView Profile, agustina palacio