Account Type***** ********Account Owner**** ***Account Opps/Deals**** ******Closed Won • Nov 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Ortec FinanceExecutive Vice President, Sales & Partnerships, North AmericaJan 22 - PresentNest Wealth Objectway GroupHead of Advisor SolutionsSep 17- Jan 22SprottSVP Sales & ServiceFeb 12- Apr 13
Todd CrosleyVice President Americas SalesView Profile, todd crosleySue McintoshVice President Client Development Western CanadaView Profile, sue mcintoshJustin HendersonSenior Vice President Of SalesView Profile, justin henderson