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
Desjardinsfinancial security advisor - Desjardins wealth managementApr 15 - PresentSfl Gestion De Patrimoine Partenaire De DesjardinsFinancial Planner, financial security advisorMay 12- Aug 22
Angie NewlandTaxpay ManagerView Profile, Angie NewlandAngie DoneganAccountantView Profile, Angie DoneganShaziya AmAssociateView Profile, Shaziya Am