Account Type***** ********Account Owner*** *****Account Opps/Deals******** *******Closed Won • Oct 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Pinnacle Fund ServicesManaging Director & OwnerNov 10 - PresentConnor Clark Lunn Financial Group Cc LConsultingFeb 10- Apr 10CaceisCEOSep 05- Nov 09
Jarel CockburnManaging PartnerView Profile, jarel cockburnCharlotte LacroixExecutive DirectorView Profile, charlotte lacroixCathrine McveighFounding Board MemberView Profile, cathrine mcveigh