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
Annex Wealth ManagementChief Compliance OfficerSep 19 - PresentTd Ameritrade InstitutionalClient Experience Panel (formerly known as Operations Panel)Jun 16- Jan 19
Glenda RasconLearning SpecialistView Profile, Glenda RasconAndrew MacdonaldHuman Resourses ManagerView Profile, Andrew MacdonaldKirsi LehtoHead Of HR NordicsView Profile, Kirsi Lehto