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
Ci Assante Wealth ManagementVice President, National accounts Nov 24 - PresentForesters FinancialRegional Vice PresidentJan 24- Dec 24Manulife Investment ManagementHead of Distribution Enablement Canada Feb 23- Feb 24
Daniel PedersenVice President Business DevelopmentView Profile, Daniel PedersenDavid BakerVice President Of Sales Marketing Customer SuccessView Profile, David BakerBrett AndrewsVice President Commercial SalesView Profile, Brett Andrews