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
Sun LifeFinancial PlannerOct 19 - PresentHarbourfront Wealth ManagementInvestment AdvisorMar 16- Aug 19Ig Wealth ManagementAssociate ConsultantJan 14- Mar 16
Megan AllardControllerView Profile, Megan AllardSandy NohejlFinance Solutions SpecialistView Profile, Sandy NohejlLucie VenotInterpreteView Profile, Lucie Venot