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
Nest Wealth Asset ManagementFounder, CEO, Portfolio ManagerJan 14 - PresentCfa Society TorontoMember Board of DirectorsJan 12- Jan 15TdPortfolio Manager, PresidentJan 03- Jan 15
Jack Boardman 🎥 📸 🖌️FounderView Profile, Jack Boardman 🎥 📸 🖌️Eldad KoreshManaging PartnerView Profile, Eldad KoreshMichelle CiroccoChief Executive OfficerView Profile, Michelle Cirocco