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