Account Type******** ***Account Owner****** ****Account Opps/Deals**** *****Closed Won • Oct 24***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
Michele ShepardChief Revenue OfficerView Profile, michele shepardStephanie BakisAVP Global Sales OperationsView Profile, stephanie bakisDoug KnollesRegional Sales DirectorView Profile, doug knolles