Account Type******** *******Account Owner******* ******Account Opps/Deals*** ***Closed Won • Nov 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
John MallettGroup Operations Director Personal Wealth ManagementView Profile, john mallettJim MccloudVice President OperationsView Profile, jim mccloudErik WakefieldSenior Vice President OperationsView Profile, erik wakefield