Account Type****** ****Account Owner******* ******Account Opps/Deals******* ********Closed Won • Jan 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Natixis Investment ManagersVice President, Strategic MarketingMay 14 - PresentJohn HancockMarketing Director, John Hancock Annuities & InvestmentsSep 07- Jan 14GenworthRegional Business ConsultantApr 07- Sep 07
Craig WVice PresidentView Profile, Craig WElaine LaeVP Wealth Management Strategy And TransformationView Profile, Elaine LaeBrian MccarthyVice President Of Business DevelopmentView Profile, Brian Mccarthy