Account Type******* ***Account Owner****** ******Account Opps/Deals**** *******Closed Won • Dec 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Bmo Bank Of MontrealManaging Director, Client Reporting and Account AdministrationDec 22 - PresentTdAVP Wealth Shared Services - Operations, Client Reporting & Operations ControlMay 03- Nov 22
Jason CoppageFounderView Profile, jason coppageSue HollcroftRetiredView Profile, sue hollcroftDavid FriedPresident ConsultantView Profile, david fried