Account Type*** ***Account Owner****** ***Account Opps/Deals*** *******Closed Won • Feb 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Invesco CanadaRegional Vice President, Senior ConsultantJan 24 - PresentDesjardinsRegional Sales DirectorJun 22- Dec 23Toronto Stock ExchangeHead of NAVex Traded Funds and Mutual FundsApr 18- Jun 22
Kyle RobbinsArea Vice President Ironclad ClickwrapView Profile, Kyle RobbinsHelen FreelyPrivate Client PartnerView Profile, Helen FreelyFelicia TissenbaumVice President Securitized Product SalesView Profile, Felicia Tissenbaum