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
MarketreaderMember of the Board of AdvisorsJun 24 - PresentDrivewealthExecutive Director, Global Financial ServicesFeb 18- Jan 24Mt NewswiresAdvisory Board MemberApr 16- Dec 23
Trina MckayVice President FinanceView Profile, trina mckayJames RichardsSenior Financial Advisor First Vice President Investments Fundamental Choice Portfolio ManagerView Profile, james richardsKirk TrasborgChief Financial OfficerView Profile, kirk trasborg