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
CibcSenior Manager, Wealth GovernanceApr 24 - PresentMackenzie InvestmentsSales Practice and Compliance Manager Aug 22- Apr 24Ci Global Asset ManagementSenior Compliance OfficerMay 21- Aug 22
Kerri AveryAgency Sales ManagerView Profile, Kerri AveryJoseph BrooksSenior Director Strategy TransformationView Profile, Joseph BrooksCarol YangSales ManagerView Profile, Carol Yang