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
Jodi LightfootVice President OperationsView Profile, Jodi LightfootAlex CrissesManaging DirectorView Profile, Alex CrissesJohn MallettGroup Operations Director Personal Wealth ManagementView Profile, John Mallett