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
TegusEquity Research AnalystAug 23 - PresentCanalystEquity Research AssociateNov 20 - PresentHolliswealthAssociate Investment AdvisorNov 17- Oct 20
Stephen WAssistant ControllerView Profile, stephen w.Lois HaimeAccountantView Profile, lois haimeMichaela BobertPrivate Client Service Associate TD Wealth Private Investment CounselView Profile, michaela bobert