Account Type******** ********Account Owner*** *******Account Opps/Deals**** *****Closed Won • Nov 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Mfs Investment ManagementRelationship Manager - Wholesale DistributionDec 13 - PresentAdam Company Wealth ManagementParaplannerOct 12- Jul 13Charles StanleyParaplannerApr 12- Sep 12
Leonardo VilchezSales ManagerView Profile, leonardo vilchezCathy CheathamSales ManagerView Profile, cathy cheathamGeorge ZarkalisGlobal Head Of Sales Excellence Omnichannel DeploymentView Profile, george zarkalis