Account Type****** ****Account Owner***** ****Account Opps/Deals****** ****Closed Won • Aug 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Fortuna Wealth ManagementBranch ManagerJan 24 - PresentScotia McleodAssistant Branch ManagerMay 22- Jan 24Bmo Nesbitt BurnsManaging Director, Branch Supervision & Operational EfficiencyJan 11- Dec 20
Karen HeathManagerView Profile, karen heathAbby DempseyOffice ManagerView Profile, abby dempseyJoss ChildAdministratorView Profile, joss child