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
Connectfirst Credit UnionVice President, connectFirst Wealth & InsuranceNov 20 - PresentAvisoRegistered RepresentativeMar 21 - PresentBmoVice President & Market Manager BMO Private BankingJan 97- Nov 20
Matt StevensonSenior Vice PresidentView Profile, matt stevensonMarshall SimmondsFounderView Profile, marshall simmondsMichael Pap RockiVP Rev Ops Strategic GrowthView Profile, michael pap rocki