Account Type******** ********Account Owner*** ******Account Opps/Deals**** ******Closed Won • Feb 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
M Financial GroupManager, Insurance Consulting & Case DesignMar 22 - PresentLion StreetInternal Wholesaler - Institutional SalesApr 21- Mar 22John HancockDirector, Sales SupportApr 15- Apr 21
Ivan BrinSenior BDRView Profile, Ivan BrinMichael HalpinFinancials PrincipalView Profile, Michael HalpinScott SheppardSenior Associate Capital MarketsView Profile, Scott Sheppard