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
CibcSenior Manager, Wealth GovernanceApr 24 - PresentMackenzie InvestmentsSales Practice and Compliance Manager Aug 22- Apr 24Ci Global Asset ManagementSenior Compliance OfficerMay 21- Aug 22
Philip YoungAccount Manager RenewalsView Profile, philip youngDayana FernandezClient Account Manager LCS Benelux NordicsView Profile, dayana fernandezAnne StuartPartner Sales ManagerView Profile, anne stuart