Account Type*** *******Account Owner**** ****Account Opps/Deals******* ****Closed Won • Oct 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Bmo Nesbitt BurnsSenior Wealth AdvisorOct 08 - PresentBmo Capital MarketsFinancial PlannerNov 01- Oct 08Bmo Nesbitt BurnsInvestment AssociateJun 99- Nov 01
Sam RiesterSenior Financial AnalystView Profile, sam riesterNathaniel MInvestment Banking Senior AssociateView Profile, nathaniel m.Sam OswaldAudit Senior AssociateView Profile, sam oswald