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
Md Financial Management Gestion Financiere MdSenior Financial Planner MD Signature Private Wealth ManagementAug 21 - PresentMada Community CentreMember Board of DirectorsJun 23 - PresentScotiabankFinancial Planner and Investment Specialist - Global Wealth ManagementAug 17- Aug 21
Andrew WarrenFractional Finance Officer For Small BusinessesView Profile, andrew warrenPatrick RowanConsultant CFO And Private Equity PracticesView Profile, patrick rowanMark WegrzynCFO Advisor ConsultantView Profile, mark wegrzyn