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
Bmo Wealth Management CanadaManaging Director Head, Wealth Innovation Lab : Warp CoreOct 23 - PresentBmo Global Asset ManagementInnovation Strategist Apr 22- Oct 23Bmo Capital MarketsDirector Cross Asset SolutionsSep 18- Apr 22
Brian KaufmannHead Of Private InvestmentsView Profile, brian kaufmannMark Green FccaDirector Financial Planning And AnalysisView Profile, mark green fccaPushkar ShankerDirector Services Pricing AnalyticsView Profile, pushkar shanker