Account Type*** ********Account Owner***** ***Account Opps/Deals******** *******Closed Won • Aug 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Bmo U SSenior Managing Director at BMO Private Bank, Hinsdale and Naperville MarketsNov 18 - PresentMb Financial BankWealth Management Division HeadJan 12- Nov 18Bmo Private WealthDirector, Wealth AdvisorJan 99- Dec 10
Kevin YearingSr Director Of Finance FP AView Profile, kevin yearingPedro LChief Financial OfficerView Profile, pedro l.Cory KleinschmitVice President Financial ConsultantView Profile, cory kleinschmit