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 U SDirector, Private Wealth AdvisorApr 22 - PresentBny WealthVice President, Client StrategistApr 16- Apr 22First Western TrustVice President, Regional Wealth PlannerOct 13- Apr 16
Aly Khan SunderjiFP A ManagerView Profile, aly-khan sunderjiBethany StaffHead Of FinanceView Profile, bethany staffAndrew GusmanCFOView Profile, andrew gusman