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
BmoHead, Operational Excellence and Growth, Private Wealth Feb 24 - PresentBroadridgeGeneral Manager, Investor Communication Solutions (ICS) CanadaDec 20- Feb 24Concentra BankHead of TrustJan 19- Dec 20
Ginny CouvillonHead Of Client And Field Services Global Wealth Management AmericasView Profile, Ginny CouvillonGarriell LucasDirector Of FinanceView Profile, Garriell LucasShannon YoungDirector Of Client Accounting Services CASView Profile, Shannon Young