Account Type*** ********Account Owner***** ******Account Opps/Deals******** *******Closed Won • Dec 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- Jan 20
Brendan McnerneyAssistantView Profile, brendan mcnerneyJulie BilinkasChief Of StaffView Profile, julie bilinkasTrevor LarsonCo Founder CEOView Profile, trevor larson