Account Type**** *****Account Owner******** ******Account Opps/Deals****** ******Closed Won • Jan 25***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
Brett JacobsDirector Product Strategy OperationsView Profile, Brett JacobsDan HoaglundDirector Strategic Alliances At Call MinerView Profile, Dan HoaglundMehal ShahBusiness Head TCS Clever EnergyView Profile, Mehal Shah