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
Simplii FinancialSenior Project ManagerApr 23 - PresentScotiabankSenior Project ManagerMar 21- Mar 23Richardson WealthSenior Project ManagerMay 17- May 20
Tracy EmbreeFounding MemberView Profile, Tracy EmbreeDave LeopoldPrincipalView Profile, Dave LeopoldAdib MattarHead Of PEView Profile, Adib Mattar