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
Fisher Investments CanadaInvestment CounselorDec 24 - PresentCondor Capital Wealth ManagementPortfolio ManagerMar 21- Nov 22Altfest Personal Wealth ManagementPortfolio ManagerApr 15- Apr 20
Julie WaggonerLoan Monitoring Analyst Agribusiness CapitalView Profile, Julie WaggonerCal SpanglerAssociate Investor CoverageView Profile, Cal SpanglerLizzy ArmstrongBrokerView Profile, Lizzy Armstrong