Account Type***** ****Account Owner*** ****Account Opps/Deals*** *****Closed Won • Feb 25**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
National Bank FinancialDirector, Practice Management Wealth ManagementMay 25 - PresentRbcDirector, Product ManagerOct 17- May 25ManulifeBusiness Lead, Cross-sell, Toronto, ONJul 16- Sep 17
Stefeni NazarianDirector Prime Brokerage Capital IntroductionView Profile, Stefeni NazarianGates SanfordHead Of TradingView Profile, Gates SanfordMiu LiInvestment DirectorView Profile, Miu Li