Account Type******* ****Account Owner*** ******Account Opps/Deals******** ****Closed Won • Nov 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Td Private Client Wealth LlcTD Wealth US Chief Investment Strategist; Senior Vice President Jan 15 - PresentTdPortfolio Advice & Investment Research (PAIR)Nov 96- Jan 15
Christopher VellaMD Chief Investment OfficerView Profile, christopher vellaPatrick FrancoisChief Financial OfficerView Profile, patrick françoisAimee CaseChief Financial OfficerView Profile, aimee case