Account Type*** ****Account Owner***** ********Account Opps/Deals******** ******Closed Won • Jan 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
Jordan B JohnsonExecutive Vice PresidentView Profile, Jordan B JohnsonChloe BeauvalletDirectrice GeneraleView Profile, Chloe BeauvalletEric RiegerChief Executive OfficerView Profile, Eric Rieger