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
Transpacific Financial IncIndependent Financial AgentOct 10- Jun 17Prudential FinancialFinancial ProfessionalAug 07- Oct 10Great West Lifeco IncFinancial Products Development ManagerJul 94- Aug 99
Richard J LiInvestorView Profile, Richard J LiDavid DwyerVP Of FinanceView Profile, David DwyerNatalie ShagnonAssociateView Profile, Natalie Shagnon