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
Richardson WealthHead of Digital Strategies & Advisor ServicesJul 24 - PresentBmo Private WealthVP & Managing Director, Head of Strategic Management & InitiativesMay 21- Jul 24Rbc Wealth ManagementSenior Director, Head of Strategic Execution, Canada OperationsJan 19- Jan 21
Steve KrauszGeneral PartnerView Profile, steve krauszTori JeffcoatHead Of GTM Strategy Gainsight CS AIView Profile, tori jeffcoatAgnes MuthoniHead Growth StrategyView Profile, agnes muthoni