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
Cg Wealth Management CanadaPortfolio Manager and Senior Investment AdvisorMay 03 - PresentCanaccord Genuity Global Capital MarketsGeneral Securities Representative (USA)May 03 - PresentBmo Nesbitt BurnsInvestment AdvisorJan 97- May 03
Nina BernardinFinance Rev Ops ConsultantView Profile, Nina BernardinDan KapolnekSenior AssociateView Profile, Dan KapolnekDavid SeshensDirector InvestmentsView Profile, David Seshens