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
Connectfirst Credit UnionVice President, connectFirst Wealth & InsuranceNov 20 - PresentAvisoRegistered RepresentativeMar 21 - PresentBmoVice President & Market Manager BMO Private BankingJan 97- Nov 20
Preston EtheridgeSenior Vice President Commercial BankingView Profile, Preston EtheridgeAlan EatonChief Investment OfficerView Profile, Alan EatonDavid LeblancVice President FinancementView Profile, David Leblanc