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
CertificialVP of FinanceMay 24 - Present500 GlobalMentorApr 20 - PresentCompstakVP, FinanceNov 20- Apr 24
Brenden FreedmanInvestorView Profile, Brenden FreedmanEmma MartinFinance AssistantView Profile, Emma MartinAndy WachonSenior Regional Manager TD Wealth Financial PlanningView Profile, Andy Wachon