Account Type**** ***Account Owner**** ***Account Opps/Deals*** ********Closed Won • Mar 25**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Bcvs WkbSpécialiste en planification patrimoniale et financièreMay 24 - PresentCredit SuisseSenior Financial PlannerJan 20- May 24Swiss Life SelectPlanificateur financierFeb 15- Dec 19
Savannah SandmanResoultions ExpediterView Profile, Savannah SandmanRhonda DayAssociate DirectorView Profile, Rhonda DayJae ChoFinanceView Profile, Jae Cho