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
Cg Wealth Management CanadaInvestment AdvisorJan 02 - PresentBmo Nesbitt BurnsInvestment AdvisorJan 94- Jan 02
Samantha WilliamsFinance OfficerView Profile, samantha williamsKaytlyn AlbertSenior AccountantView Profile, kaytlyn albertDylan PeacockInvestment Banking AssociateView Profile, dylan peacock