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
Sun LifeVice President, Business GrowthMar 20 - PresentInvesco LtdHead of Wealth Management Intermediaries Segment Marketing, AmericasJan 00- Jan 19E Trade From Morgan StanleyCustomer Relations Jan 99- Jan 00
Daniel DeakFounderView Profile, Daniel DeakHariharan BalasubramanianVice PresidentView Profile, Hariharan BalasubramanianJeff SjobeckPresidentView Profile, Jeff Sjobeck