Account Type******* ***Account Owner****** ********Account Opps/Deals*** ******Closed Won • Jan 25***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
Megan MccandlishAudit ShareholderView Profile, Megan MccandlishRobyn LefevreAVP Fraud Credit Bureau ComplianceView Profile, Robyn LefevreBrandon BukstelInvestor Relations ManagerView Profile, Brandon Bukstel