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
Value Partners InvestmentsManager Client ServicesMar 25 - PresentIg Wealth ManagementDirector of OperationsJul 13- Dec 23TdRegional Sales ManagerJul 88- Mar 13
Morgan FinkeSenior Account ManagerView Profile, Morgan FinkeCourtney BoisfontaineSenior Partner Success ManagerView Profile, Courtney BoisfontaineMurium KhanSenior Customer Success Manager StrategicView Profile, Murium Khan