Account Type****** ****Account Owner**** ****Account Opps/Deals***** *******Closed Won • Jan 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
TdSenior Group Marketing Manager - TD Wealth Advice, TD SecuritiesJun 16 - PresentBmoMarketing Manager, BMO Online InvestingDec 10- May 16SeiMarketing SpecialistApr 06- Dec 10
Valentina TuratiCRM Loyalty Marketing CoordinatorView Profile, Valentina TuratiJess ReynoldsSenior Event Planning ManagerView Profile, Jess ReynoldsNikki TetreaultMarketing ConsultantView Profile, Nikki Tetreault