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
Co OperatorsWealth Strategy ConsultantFeb 24 - PresentAvisoProduct Marketing DirectorFeb 19- Jun 22Rbc Global Asset ManagementSenior Manager, ETF MarketingJan 17- Jan 19
Sheridan SandersSenior Credit OfficerView Profile, sheridan sandersOhad WagmanDirector Of FinanceView Profile, ohad wagmanMarie GreenmanAssociateView Profile, marie greenman