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
TdEstate Planning AdvisorAug 23 - PresentEmpire LifeManager, National AccountsApr 16- Aug 23Financial HorizonsFinancial AdvisorNov 08- Apr 16
Yuchuan ZhangGlobal Supply Chain ManagerView Profile, Yuchuan ZhangHalie FirlAssociate Manager OriginationsView Profile, Halie FirlTommy FoxBusiness OwnerView Profile, Tommy Fox