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
Richardson WealthSVP, Head of Digital Strategy & 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
Jeff FordVice President Strategy And Operations SupportView Profile, Jeff FordDiane KlineSr Vice President Benchmarking And Business Development APQC EducationView Profile, Diane KlineAshley BolVice President Strategy And Brand ManagementView Profile, Ashley Bol