Account Type******** ****Account Owner****** *****Account Opps/Deals****** ********Closed Won • Aug 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
CitiSenior Vice President, Investment Business RiskDec 15- Mar 24ManulifeDirector, Product Initiatives - Mutual FundsJan 13- Jan 15ScotiabankSenior Manager, Investment Products DevelopmentJan 11- Jan 13
Zack WolfenzonChief Financial OfficerView Profile, zack wolfenzonMatt DChief Financial OfficerView Profile, matt d.Russ WilsonSenior Vice President Wealth Management Wealth AdvisorView Profile, russ wilson