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
Td InsuranceInsurance AdvisorMay 21 - PresentPropel HoldingsPayment Solutions AdvisorOct 18- May 21Ig Wealth ManagementFinancial Planning AssistantJun 17- Sep 18
Matthew StolzarAssociate Portfolio ManagerView Profile, Matthew StolzarScott Johnston Acma CgmaFinancial ControllerView Profile, Scott Johnston Acma CgmaAnthony MccartneyGroup Chief Financial OfficerView Profile, Anthony Mccartney