Account Type******* ******Account Owner***** ****Account Opps/Deals****** ******Closed Won • Oct 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
BmoProduct Owner, Private Wealth - Strategic InitiativesJul 22 - PresentTdSenior Business System Analyst, Direct Investing - WebBrokerNov 18- Jun 22ScotiabankBusiness Analyst - Trading Derivatives, Global Capital MarketJan 16- Oct 18
James DeanDirector ProducerView Profile, james deanMartie HooferManager Keep Indiana LearningView Profile, martie hooferIsroth ZuberiHead Of Transition Solutions Wealth And RetirementView Profile, isroth zuberi