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
Scotia Wealth ManagementSenior Wealth Advisor, Portfolio ManagerMay 24 - PresentTdSenior Portfolio Manager at TD Wealth Private Investment CounselNov 12- May 24RbcPrivate BankerNov 08- Jan 11
Andrew MooreAssociate DirectorView Profile, andrew mooreDmitriy ChelnitskyPartner And Team Lead Employee Benefits And Executive Compensation Team Of The Tax Practice GroupView Profile, dmitriy chelnitskyFong Dawson Cemap CererMortgage BrokerView Profile, fong dawson cemap cerer