Account Type***** *****Account Owner****** ***Account Opps/Deals*** ****Closed Won • May 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
BmoVice-President - Regional SalesJan 10 - PresentAgf InvestmentsRegional RepresentativeMar 06- Jan 10Ia Financial Group Industrial AllianceFinancial Security AdvisorMar 05- Mar 06