Account Type******** ********Account Owner****** ******Account Opps/Deals**** *******Closed Won • Oct 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Canaccord Genuity Global Capital MarketsSenior Wealth Advisor & Portfolio ManagerJun 15 - PresentCanaccord Genuity Group IncAssociate Investment AdvisorJun 11- May 15
Ken DonovanSenior Manager FP A At Get Your GuideView Profile, ken donovanAlexandra RobertsonFinancial ControllerView Profile, alexandra robertsonEric BodenmillerCommercial Loan Funding Boarding ManagerView Profile, eric bodenmiller