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
Fisher Investments CanadaInvestment CounselorDec 24 - PresentCondor Capital Wealth ManagementPortfolio ManagerMar 21- Nov 22Altfest Personal Wealth ManagementPortfolio ManagerApr 15- Apr 20
Jennifer MorganAccounting AssociateView Profile, Jennifer MorganVuong Lan HuongAccounting Assistant IIView Profile, Vuong Lan HuongKieran KnightlyInvestor Relations AssociateView Profile, Kieran Knightly