Account Type***** ******Account Owner******** *****Account Opps/Deals**** ***Closed Won • Jul 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
Renaldo ElliottSales ManagerView Profile, renaldo elliottJamie SchaperSales Strategy Enablement ManagerView Profile, jamie schaperPaul FlynnStrategic Account ManagerView Profile, paul flynn