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
Allison SpinelliVP Operations And FinanceView Profile, allison spinelliCarla SchumacherRegional Vice PresidentView Profile, carla schumacherSally SouheilChief Financial OfficerView Profile, sally souheil