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
Scotia Wealth ManagementSenior Manager, Total Wealth TransformationNov 24 - PresentScotiabankManager, Specialized Programs and Client StrategiesSep 21- Dec 24Ci Global Asset ManagementStrategic Business Development SpecialistJun 14- Sep 21
Pat NorekSenior AccountantView Profile, Pat NorekCristina CocebanSenior Financial Accountant ManagerView Profile, Cristina CocebanNatalya BergSenior Financial AnalystView Profile, Natalya Berg