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
WealthsimpleSenior Advisor - Associate Portfolio ManagerJan 21 - PresentCibcSenior Financial Advisor, CIBC Imperial ServiceOct 12- Dec 20
Shaun DubashSenior Advisor Founding Member Board MemberView Profile, Shaun DubashSusanne ConveryLeadView Profile, Susanne ConveryMarta KuzminskayaDigital Transformation LeadView Profile, Marta Kuzminskaya