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
Md Financial Management Gestion Financiere MdSenior Financial Planner, MD Management LimitedAug 21 - PresentMada Community CentreMember, Executive Board of DirectorsJun 23 - PresentScotiabankFinancial Planner and Investment Specialist - Global Wealth ManagementAug 17- Aug 21
Kent KoulbackExecutive Underwriter Team Lead Private Not For ProfitView Profile, Kent KoulbackJulie DukeSenior Tax AnalystView Profile, Julie DukeSheila R HansonSr Manager Financial Planning AnalysisView Profile, Sheila R Hanson