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
Canaccord Genuity Group IncSenior Wealth AdvisorMay 09 - PresentTdSenior Financial PlannerAug 99- May 09
Linda JohnstoneProgramme Manager Platform Lead International Tax Operations Change OperationsView Profile, Linda JohnstonePhilip CooperSenior Staff AccountantView Profile, Philip CooperAnant SaxenaGroup Engineering Leader Turbo Tax Mobile AI Tax ExperienceView Profile, Anant Saxena