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
Manulife John Hancock RetirementInvestment AnalystApr 25 - PresentAip Asset ManagementInside Sales ManagerFeb 25- Apr 25Mangrove Wealth GroupAssociate Investment AdvisorMay 24- Feb 25
Fiona HanFinancial AnalystView Profile, Fiona HanMike McdanielInsurance AgentView Profile, Mike McdanielNoy HoffmanInvestment Associate Health TechView Profile, Noy Hoffman