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
Worldsource Wealth ManagementWealth Advisor | Foundation Financial Services/Worldsource Financial Management Inc Jan 25 - PresentSun Life Global InvestmentsDirector, Wealth SalesJan 15- Mar 25AberdeenSenior Consultant, InvestmentsJan 07- Dec 14
Morris ChenPortfolio ManagerView Profile, Morris ChenMartina HadoltHead Of FinanceView Profile, Martina HadoltMatthew SubiliaTax ManagerView Profile, Matthew Subilia