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
Rbc Dominion SecuritiesAssociateDec 19 - PresentCibcFinancial Advisor (Imperial Service)May 18- Dec 19TdAssociate, Financial PlanningNov 12- May 18
Sarah BFP A SpecialistView Profile, sarah b.Stephen BedikianAssociate Wealth AdvisorView Profile, stephen bedikianDavid KetterInvestment Advisor RepresentativeView Profile, david ketter