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
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
Eduardo De La GarzaSr Financial AnalystView Profile, Eduardo De La GarzaJenny LeeSenior Analyst Corp FP AView Profile, Jenny LeeKiran LalSenior Manager Corporate TaxView Profile, Kiran Lal