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
Partners In GeniusFounder, Managing DirectorApr 15 - PresentScotiabankDirector, Advisor Marketing, Canadian Wealth ManagementNov 22- Jul 24Md Financial Management Gestion Financiere MdAVP, Brand Marketing & EventsOct 21- Oct 22
Carlos SuarezPresident West RegionView Profile, Carlos SuarezLisa TarterFounderView Profile, Lisa TarterRobin TerrellNon Executive ChairmanView Profile, Robin Terrell